+2,267.4%
VGT vs FDX
+632.9%
+1,634.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.6% |
| 7D | +1.0% | -2.5% | +3.5% | +2.1% |
| 30D | +1.3% | +3.8% | -2.5% | -0.4% |
| 3M | -1.1% | -1.3% | +0.2% | -1.0% |
| 6M | +32.6% | +5.0% | +27.6% | +28.6% |
| YTD | +29.0% | +39.6% | -10.7% | +10.5% |
| 1Y | +39.7% | +81.1% | -41.4% | +6.7% |
| 3Y | +120.9% | +63.0% | +57.9% | +69.4% |
| 5Y | +133.6% | +65.6% | +67.9% | +71.4% |
| 10Y | +792.6% | +183.4% | +609.2% | +369.4% |
| All | +2,267.4% | +632.9% | +1,634.5% | +575.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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