+103.1%
VGT vs AR
+34.1%
+69.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.5% |
| 7D | -7.2% | -14.3% | +7.0% | -5.2% |
| 30D | -16.1% | +1.4% | -17.6% | -16.4% |
| 3M | -9.2% | +3.4% | -12.5% | -10.0% |
| 6M | -0.7% | -2.1% | +1.3% | -1.0% |
| YTD | +15.6% | +4.7% | +10.9% | +12.5% |
| 1Y | +14.4% | +10.6% | +3.8% | +9.7% |
| All | +103.1% | +34.1% | +69.0% | +91.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling