+122.1%
VGT vs DG
+3.3%
+118.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.2% | -1.1% |
| 7D | -1.0% | -6.3% | +5.3% | -1.1% |
| 30D | -0.4% | +2.4% | -2.9% | -0.4% |
| 3M | +6.6% | +12.4% | -5.8% | +6.7% |
| 6M | +31.0% | -14.9% | +46.0% | +30.6% |
| YTD | +27.2% | -6.1% | +33.3% | +27.1% |
| 1Y | +34.5% | +17.9% | +16.6% | +35.0% |
| All | +122.1% | +3.3% | +118.8% | +134.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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