+19.9%
VGT vs CFG
+34.2%
-14.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.1% | -0.4% |
| 7D | -6.5% | +1.8% | -8.3% | -6.9% |
| 30D | -10.6% | +3.3% | -13.9% | -11.3% |
| 3M | -3.7% | -9.8% | +6.1% | -1.1% |
| 6M | +10.4% | +5.2% | +5.2% | +8.1% |
| YTD | +23.1% | +16.1% | +7.0% | +15.2% |
| 1Y | +19.9% | +33.7% | -13.8% | +5.0% |
| All | +19.9% | +34.2% | -14.3% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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