+2,235.4%
VGT vs DGX
+689.3%
+1,546.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.4% |
| 7D | -1.0% | -3.5% | +2.4% | +0.2% |
| 30D | -0.4% | -2.7% | +2.2% | +0.5% |
| 3M | +6.6% | +13.9% | -7.3% | +1.1% |
| 6M | +31.0% | +16.0% | +15.0% | +22.9% |
| YTD | +27.2% | +34.9% | -7.7% | +12.2% |
| 1Y | +34.5% | +30.6% | +3.9% | +19.6% |
| 3Y | +123.1% | +93.0% | +30.2% | +65.9% |
| 5Y | +135.1% | +64.4% | +70.7% | +84.3% |
| 10Y | +803.4% | +248.1% | +555.3% | +398.3% |
| All | +2,235.4% | +689.3% | +1,546.1% | +780.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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