+2,263.1%
VGT vs OMC
+249.5%
+2,013.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.6% |
| 7D | +1.8% | -5.8% | +7.6% | +4.5% |
| 30D | -0.3% | -4.8% | +4.5% | +1.7% |
| 3M | +3.4% | +9.2% | -5.9% | -2.0% |
| 6M | +35.0% | -2.5% | +37.5% | +34.3% |
| YTD | +28.8% | +2.6% | +26.2% | +23.2% |
| 1Y | +38.0% | +5.9% | +32.0% | +28.6% |
| 3Y | +125.8% | +14.2% | +111.6% | +97.3% |
| 5Y | +134.7% | +33.2% | +101.5% | +84.9% |
| 10Y | +792.6% | +33.4% | +759.2% | +546.3% |
| All | +2,263.1% | +249.5% | +2,013.6% | +782.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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