+19.9%
VGT vs CG
-14.1%
+34.0%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.3% | -0.8% |
| 7D | -6.5% | +9.4% | -16.0% | -8.5% |
| 30D | -10.6% | +8.7% | -19.3% | -12.4% |
| 3M | -3.7% | -15.0% | +11.3% | +0.4% |
| 6M | +10.4% | -13.2% | +23.6% | +14.2% |
| YTD | +23.1% | -26.2% | +49.2% | +32.1% |
| 1Y | +19.9% | -14.1% | +34.0% | +20.9% |
| All | +19.9% | -14.1% | +34.0% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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