+34.5%
VGT vs EW
+8.2%
+26.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.2% |
| 7D | -1.0% | -3.4% | +2.3% | -0.5% |
| 30D | -0.4% | -7.4% | +6.9% | +0.8% |
| 3M | +6.6% | +0.9% | +5.7% | +5.8% |
| 6M | +31.0% | +1.2% | +29.9% | +29.8% |
| YTD | +27.2% | +1.8% | +25.5% | +25.7% |
| 1Y | +34.5% | +10.8% | +23.6% | +30.6% |
| All | +34.5% | +8.2% | +26.2% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 1y: compounded portfolio wealth divided by compounded EW 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…
1y analysis · Full analysis span regression · 6 months rolling