+103.8%
VGT vs EW
+62.8%
+41.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -1.9% |
| 7D | +2.5% | +4.9% | -2.4% | +1.6% |
| 30D | -9.5% | +23.9% | -33.4% | -12.9% |
| 3M | -9.5% | +15.8% | -25.3% | -11.9% |
| 6M | -1.8% | +31.7% | -33.4% | -6.9% |
| YTD | +18.4% | +25.7% | -7.3% | +13.0% |
| 1Y | +18.7% | +24.4% | -5.7% | +13.5% |
| 3Y | +103.8% | +65.9% | +37.9% | +82.5% |
| All | +103.8% | +62.8% | +41.0% | +82.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling