+19.9%
VGT vs AR
+14.7%
+5.2%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.5% | -0.3% |
| 7D | -6.5% | -11.1% | +4.6% | -7.4% |
| 30D | -10.6% | +7.9% | -18.5% | -9.8% |
| 3M | -3.7% | +4.9% | -8.6% | -3.0% |
| 6M | +10.4% | -5.3% | +15.7% | +11.0% |
| YTD | +23.1% | +8.6% | +14.4% | +22.2% |
| 1Y | +19.9% | +13.7% | +6.2% | +18.1% |
| All | +19.9% | +14.7% | +5.2% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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