+728.4%
VGT vs P
+652.0%
+76.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.9% | +0.2% | -1.1% |
| 7D | +2.5% | +11.6% | -9.2% | -0.8% |
| 30D | -9.5% | -23.7% | +14.2% | -2.9% |
| 3M | -9.5% | -8.0% | -1.5% | -9.0% |
| 6M | -1.8% | +27.9% | -29.7% | -11.9% |
| YTD | +18.4% | +61.2% | -42.8% | -2.0% |
| 1Y | +18.7% | +28.6% | -9.9% | +2.8% |
| 3Y | +103.8% | +200.5% | -96.7% | +26.3% |
| 5Y | +104.4% | +282.9% | -178.6% | +14.1% |
| All | +728.4% | +652.0% | +76.4% | +283.9% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 10y: compounded portfolio wealth divided by compounded P 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…
10y analysis · Full analysis span regression · 6 months rolling