+134.7%
VGT vs AR
+140.6%
-5.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | -0.1% |
| 7D | +1.8% | -1.8% | +3.7% | +2.1% |
| 30D | -0.3% | +12.6% | -12.9% | -2.2% |
| 3M | +3.4% | +10.0% | -6.7% | +1.6% |
| 6M | +35.0% | +0.6% | +34.3% | +34.0% |
| YTD | +28.8% | +13.4% | +15.4% | +24.8% |
| 1Y | +38.0% | +21.7% | +16.3% | +31.7% |
| 3Y | +125.8% | +45.8% | +80.0% | +107.0% |
| 5Y | +134.7% | +144.3% | -9.5% | +100.5% |
| All | +134.7% | +140.6% | -5.9% | +100.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling