+1,255.5%
VGT vs AR
-27.2%
+1,282.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | +1.0% | +2.5% | -1.5% | +0.7% |
| 30D | +1.3% | +14.8% | -13.5% | -0.1% |
| 3M | -1.1% | +6.2% | -7.4% | -1.9% |
| 6M | +32.6% | +4.3% | +28.3% | +31.5% |
| YTD | +29.0% | +14.4% | +14.6% | +26.5% |
| 1Y | +39.7% | +21.3% | +18.4% | +35.9% |
| 3Y | +120.9% | +39.8% | +81.1% | +110.2% |
| 5Y | +133.6% | +142.1% | -8.5% | +109.1% |
| 10Y | +792.6% | +52.0% | +740.5% | +677.8% |
| All | +1,255.5% | -27.2% | +1,282.8% | +1,151.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling