+742.6%
VGT vs ALLE
+208.6%
+534.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.3% |
| 7D | +5.6% | +1.6% | +4.1% | +4.9% |
| 30D | -10.6% | +24.1% | -34.7% | -19.7% |
| 3M | -6.9% | +14.8% | -21.7% | -13.4% |
| 6M | +0.9% | +45.9% | -44.9% | -17.3% |
| YTD | +20.4% | +20.7% | -0.3% | +7.4% |
| 1Y | +17.4% | +14.2% | +3.2% | +7.6% |
| 3Y | +106.3% | +90.7% | +15.6% | +40.0% |
| 5Y | +107.9% | +50.6% | +57.3% | +57.3% |
| All | +742.6% | +208.6% | +534.1% | +349.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling