+10.6%
VGT vs CGNX
+19.2%
-8.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -10.5% | +3.1% | -5.2% |
| 7D | -12.4% | -19.5% | +7.0% | -8.6% |
| 30D | -17.5% | -28.4% | +10.9% | -12.2% |
| 3M | -10.5% | -32.7% | +22.3% | -3.9% |
| 6M | +0.5% | -19.0% | +19.5% | +5.1% |
| YTD | +14.0% | +32.6% | -18.6% | +9.9% |
| 1Y | +10.6% | +18.0% | -7.4% | +11.3% |
| All | +10.6% | +19.2% | -8.6% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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