+2,072.9%
VGT vs ED
+625.5%
+1,447.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.1% | -2.1% |
| 7D | +2.5% | +2.1% | +0.4% | +1.8% |
| 30D | -9.5% | +10.4% | -19.9% | -12.5% |
| 3M | -9.5% | +12.5% | -22.0% | -13.2% |
| 6M | -1.8% | +14.9% | -16.7% | -6.9% |
| YTD | +18.4% | +24.8% | -6.4% | +8.4% |
| 1Y | +18.7% | +23.8% | -5.1% | +8.9% |
| 3Y | +103.8% | +51.6% | +52.2% | +67.2% |
| 5Y | +104.4% | +86.4% | +17.9% | +51.0% |
| 10Y | +716.9% | +145.4% | +571.5% | +396.9% |
| All | +2,072.9% | +625.5% | +1,447.5% | +566.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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