+124.8%
VGT vs DE
+74.6%
+50.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -0.2% | -2.6% | +2.4% | +0.4% |
| 30D | -0.4% | +9.0% | -9.5% | -2.6% |
| 3M | +4.4% | +19.1% | -14.7% | -0.2% |
| 6M | +32.1% | +14.4% | +17.7% | +27.1% |
| YTD | +28.8% | +45.9% | -17.2% | +14.5% |
| 1Y | +35.3% | +43.6% | -8.3% | +20.5% |
| 3Y | +124.8% | +75.9% | +48.9% | +87.0% |
| All | +124.8% | +74.6% | +50.2% | +87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 3y: compounded portfolio wealth divided by compounded DE 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…
3y analysis · Full analysis span regression · 6 months rolling