+124.8%
VGT vs GAP
+109.5%
+15.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.9% | -1.7% | +0.8% |
| 7D | -0.2% | -4.1% | +3.9% | +0.4% |
| 30D | -0.4% | +6.2% | -6.7% | -1.4% |
| 3M | +4.4% | -0.7% | +5.1% | +4.2% |
| 6M | +32.1% | -7.1% | +39.2% | +32.2% |
| YTD | +28.8% | -14.1% | +42.9% | +30.0% |
| 1Y | +35.3% | -8.5% | +43.8% | +34.8% |
| 3Y | +124.8% | +115.4% | +9.4% | +108.7% |
| All | +124.8% | +109.5% | +15.3% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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