+18.7%
VGT vs CAPR
+63.5%
-44.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.9% | +5.2% | -1.7% |
| 7D | +2.5% | +5.9% | -3.4% | +2.4% |
| 30D | -9.5% | +44.6% | -54.1% | -9.6% |
| 3M | -9.5% | +126.4% | -135.9% | -9.6% |
| 6M | -1.8% | -68.6% | +66.8% | -1.6% |
| YTD | +18.4% | -67.0% | +85.4% | +18.5% |
| 1Y | +18.7% | +65.2% | -46.4% | +18.7% |
| All | +18.7% | +63.5% | -44.7% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling