+15.3%
VGT vs PL
+8.6%
+6.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +14.5% | -11.3% | +1.4% |
| 7D | -1.6% | +10.9% | -12.5% | -3.0% |
| 30D | -12.5% | -16.4% | +3.9% | -11.2% |
| 3M | -7.7% | -39.9% | +32.3% | -3.3% |
| 6M | -0.2% | -63.2% | +63.0% | +8.3% |
| YTD | +19.3% | -27.1% | +46.4% | +22.8% |
| All | +15.3% | +8.6% | +6.7% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 1y: compounded portfolio wealth divided by compounded PL 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…
1y analysis · Full analysis span regression · 6 months rolling