+107.3%
VGT vs FE
+49.1%
+58.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +5.6% | -0.3% | +5.9% | +5.6% |
| 30D | -10.6% | +3.9% | -14.5% | -10.2% |
| 3M | -6.9% | -0.1% | -6.8% | -6.8% |
| 6M | +0.9% | +6.1% | -5.1% | +1.6% |
| YTD | +20.4% | +8.1% | +12.4% | +21.2% |
| 1Y | +17.4% | +4.4% | +13.0% | +18.0% |
| All | +107.3% | +49.1% | +58.3% | +106.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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