+134.7%
VGT vs P
+283.1%
-148.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.6% |
| 7D | +1.8% | +7.8% | -6.0% | -0.4% |
| 30D | -0.3% | +12.3% | -12.6% | -4.6% |
| 3M | +3.4% | +37.1% | -33.7% | -7.2% |
| 6M | +35.0% | +66.1% | -31.1% | +12.9% |
| YTD | +28.8% | +50.9% | -22.2% | +9.8% |
| 1Y | +38.0% | +27.2% | +10.8% | +20.5% |
| 3Y | +125.8% | +158.7% | -32.9% | +43.2% |
| 5Y | +134.7% | +291.1% | -156.4% | +24.1% |
| All | +134.7% | +283.1% | -148.4% | +24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling