+18.2%
VGT vs GD
+7.0%
+11.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +3.0% | +2.9% |
| 7D | -1.6% | +0.6% | -2.2% | -1.6% |
| 30D | -10.1% | +9.5% | -19.6% | -10.2% |
| 3M | -5.3% | -5.8% | +0.6% | -4.7% |
| 6M | +0.2% | +7.7% | -7.5% | -0.1% |
| YTD | +21.1% | +11.1% | +10.1% | +19.3% |
| 1Y | +18.2% | +6.1% | +12.1% | +18.7% |
| All | +18.2% | +7.0% | +11.2% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 1y: compounded portfolio wealth divided by compounded GD 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…
1y analysis · Full analysis span regression · 6 months rolling