+2,263.1%
VGT vs CAG
+72.4%
+2,190.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +0.1% |
| 7D | +1.8% | -5.3% | +7.1% | +3.1% |
| 30D | -0.3% | +1.0% | -1.3% | -0.7% |
| 3M | +3.4% | +17.4% | -14.0% | -1.1% |
| 6M | +35.0% | -16.8% | +51.8% | +40.0% |
| YTD | +28.8% | -6.8% | +35.5% | +29.1% |
| 1Y | +38.0% | -15.4% | +53.4% | +41.4% |
| 3Y | +125.8% | -37.1% | +162.9% | +145.0% |
| 5Y | +134.7% | -41.3% | +176.0% | +156.3% |
| 10Y | +792.6% | -35.5% | +828.1% | +783.5% |
| All | +2,263.1% | +72.4% | +2,190.7% | +1,224.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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