+2,235.4%
VGT vs AU
+242.5%
+1,992.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.2% | -0.6% |
| 7D | -1.0% | -7.0% | +5.9% | -0.4% |
| 30D | -0.4% | +7.3% | -7.7% | -1.2% |
| 3M | +6.6% | +33.2% | -26.6% | +3.5% |
| 6M | +31.0% | -0.6% | +31.7% | +30.2% |
| YTD | +27.2% | +26.2% | +1.1% | +23.3% |
| 1Y | +34.5% | +68.3% | -33.8% | +26.6% |
| 3Y | +123.1% | +592.1% | -469.0% | +81.3% |
| 5Y | +135.1% | +685.3% | -550.2% | +85.7% |
| 10Y | +803.4% | +682.5% | +120.8% | +577.3% |
| All | +2,235.4% | +242.5% | +1,992.9% | +1,522.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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