+19.9%
VGT vs ALLE
+18.6%
+1.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.5% | +0.2% |
| 7D | -6.5% | +6.7% | -13.2% | -6.7% |
| 30D | -10.6% | +25.4% | -36.0% | -11.4% |
| 3M | -3.7% | +16.9% | -20.7% | -4.1% |
| 6M | +10.4% | +46.6% | -36.2% | +7.4% |
| YTD | +23.1% | +22.4% | +0.6% | +20.9% |
| 1Y | +19.9% | +17.7% | +2.2% | +19.2% |
| All | +19.9% | +18.6% | +1.3% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ALLE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling