+137.9%
VGT vs DE
+97.2%
+40.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -0.2% | -2.6% | +2.4% | +0.5% |
| 30D | -0.4% | +9.0% | -9.5% | -3.0% |
| 3M | +4.4% | +19.1% | -14.7% | -1.0% |
| 6M | +32.1% | +14.4% | +17.7% | +26.2% |
| YTD | +28.8% | +45.9% | -17.2% | +13.2% |
| 1Y | +35.3% | +43.6% | -8.3% | +19.2% |
| 3Y | +124.8% | +75.9% | +48.9% | +83.1% |
| All | +137.9% | +97.2% | +40.7% | +82.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling