+137.9%
VGT vs NDAQ
+49.0%
+88.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.5% |
| 7D | -0.2% | -5.6% | +5.4% | +2.7% |
| 30D | -0.4% | -4.4% | +3.9% | +1.7% |
| 3M | +4.4% | +5.9% | -1.4% | +0.4% |
| 6M | +32.1% | +7.7% | +24.3% | +25.0% |
| YTD | +28.8% | -5.2% | +33.9% | +30.4% |
| 1Y | +35.3% | -3.4% | +38.7% | +35.0% |
| 3Y | +124.8% | +85.6% | +39.1% | +48.5% |
| All | +137.9% | +49.0% | +88.9% | +69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling