+812.9%
VGT vs ALLE
+146.0%
+666.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.6% | +1.2% |
| 7D | +1.5% | -2.2% | +3.6% | +2.5% |
| 30D | +0.5% | -8.3% | +8.9% | +4.7% |
| 3M | +5.3% | +16.3% | -11.0% | -3.1% |
| 6M | +32.4% | +1.8% | +30.6% | +29.7% |
| YTD | +28.6% | -3.9% | +32.5% | +28.6% |
| 1Y | +37.6% | -10.0% | +47.7% | +41.9% |
| 3Y | +125.5% | +45.8% | +79.7% | +75.8% |
| 5Y | +135.2% | +13.3% | +121.9% | +105.5% |
| 10Y | +812.9% | +155.3% | +657.6% | +438.6% |
| All | +812.9% | +146.0% | +666.9% | +438.6% |
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