+98.6%
VGT vs P
+247.4%
-148.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.5% | -2.2% | +0.3% |
| 7D | -7.2% | -23.8% | +16.6% | -0.2% |
| 30D | -16.1% | -36.6% | +20.5% | -5.3% |
| 3M | -9.2% | +10.9% | -20.0% | -13.8% |
| 6M | -0.7% | +30.0% | -30.7% | -11.6% |
| YTD | +15.6% | +44.4% | -28.8% | -1.4% |
| 1Y | +14.4% | +3.9% | +10.4% | +5.3% |
| 3Y | +105.2% | +176.6% | -71.4% | +25.1% |
| All | +98.6% | +247.4% | -148.8% | +9.6% |
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