+2,260.0%
VGT vs DE
+3,237.5%
-977.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | +1.5% | -3.0% | +4.5% | +2.7% |
| 30D | +0.5% | +11.1% | -10.6% | -3.9% |
| 3M | +5.3% | +17.6% | -12.3% | -1.8% |
| 6M | +32.4% | +13.6% | +18.8% | +24.5% |
| YTD | +28.6% | +46.3% | -17.7% | +8.4% |
| 1Y | +37.6% | +44.2% | -6.5% | +16.2% |
| 3Y | +125.5% | +76.6% | +48.9% | +72.3% |
| 5Y | +135.2% | +98.2% | +37.0% | +66.1% |
| 10Y | +812.9% | +863.5% | -50.6% | +219.4% |
| All | +2,260.0% | +3,237.5% | -977.5% | +354.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling