+2,267.4%
VGT vs FE
+234.5%
+2,032.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +1.0% | +1.9% | -0.9% | +0.3% |
| 30D | +1.3% | -1.2% | +2.5% | +1.7% |
| 3M | -1.1% | +3.5% | -4.6% | -2.6% |
| 6M | +32.6% | -6.1% | +38.7% | +34.8% |
| YTD | +29.0% | +7.6% | +21.4% | +24.8% |
| 1Y | +39.7% | +11.9% | +27.8% | +33.0% |
| 3Y | +120.9% | +48.4% | +72.5% | +86.1% |
| 5Y | +133.6% | +44.8% | +88.8% | +96.7% |
| 10Y | +792.6% | +115.9% | +676.7% | +518.1% |
| All | +2,267.4% | +234.5% | +2,032.9% | +1,253.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling