+18.7%
VGT vs AR
+11.3%
+7.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | +2.5% | +7.4% | -4.9% | +3.0% |
| 30D | -9.5% | +5.8% | -15.3% | -9.0% |
| 3M | -9.5% | +5.2% | -14.7% | -8.9% |
| 6M | -1.8% | +5.4% | -7.2% | -0.7% |
| YTD | +18.4% | +12.4% | +6.0% | +17.9% |
| 1Y | +18.7% | +12.8% | +5.9% | +18.0% |
| All | +18.7% | +11.3% | +7.4% | +18.0% |
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