+135.2%
VGT vs COO
-44.2%
+179.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.2% | +6.1% | +1.9% |
| 7D | +1.5% | -9.0% | +10.4% | +4.6% |
| 30D | +0.5% | -16.8% | +17.4% | +6.7% |
| 3M | +5.3% | -7.5% | +12.7% | +7.2% |
| 6M | +32.4% | -16.3% | +48.7% | +39.7% |
| YTD | +28.6% | -22.5% | +51.1% | +39.7% |
| 1Y | +37.6% | -7.0% | +44.6% | +38.1% |
| 3Y | +125.5% | -27.5% | +152.9% | +138.3% |
| 5Y | +135.2% | -43.3% | +178.5% | +179.1% |
| All | +135.2% | -44.2% | +179.4% | +179.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 5y: compounded portfolio wealth divided by compounded COO 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…
5y analysis · Full analysis span regression · 6 months rolling