+2,267.4%
VGT vs ED
+543.3%
+1,724.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.7% | +0.8% |
| 7D | +1.0% | -0.2% | +1.2% | +1.1% |
| 30D | +1.3% | -0.1% | +1.4% | +1.3% |
| 3M | -1.1% | +3.9% | -5.1% | -2.9% |
| 6M | +32.6% | -3.0% | +35.7% | +33.0% |
| YTD | +29.0% | +10.7% | +18.3% | +23.2% |
| 1Y | +39.7% | +13.3% | +26.4% | +31.7% |
| 3Y | +120.9% | +34.5% | +86.4% | +88.6% |
| 5Y | +133.6% | +67.1% | +66.4% | +78.6% |
| 10Y | +792.6% | +103.0% | +689.5% | +486.6% |
| All | +2,267.4% | +543.3% | +1,724.1% | +656.6% |
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