+98.6%
VGT vs ALLE
+49.9%
+48.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.7% |
| 7D | -7.2% | -0.6% | -6.7% | -7.0% |
| 30D | -16.1% | +25.3% | -41.5% | -24.0% |
| 3M | -9.2% | +10.3% | -19.5% | -13.2% |
| 6M | -0.7% | +38.0% | -38.8% | -14.9% |
| YTD | +15.6% | +17.8% | -2.2% | +5.7% |
| 1Y | +14.4% | +13.6% | +0.8% | +6.4% |
| 3Y | +105.2% | +89.2% | +16.0% | +39.1% |
| All | +98.6% | +49.9% | +48.7% | +48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling