+124.4%
VGT vs NDAQ
+90.0%
+34.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.2% |
| 7D | +1.5% | -1.6% | +3.0% | +2.0% |
| 30D | +0.5% | -1.5% | +2.0% | +1.0% |
| 3M | +5.3% | +8.0% | -2.8% | +1.6% |
| 6M | +32.4% | +7.7% | +24.7% | +27.3% |
| YTD | +28.6% | -2.3% | +30.9% | +29.3% |
| 1Y | +37.6% | +0.6% | +37.1% | +36.0% |
| All | +124.4% | +90.0% | +34.5% | +69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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