+130.8%
VGT vs S
-51.7%
+182.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | +2.5% | +2.0% | +0.5% | +2.0% |
| 30D | -9.5% | -2.7% | -6.8% | -9.1% |
| 3M | -9.5% | -6.9% | -2.6% | -8.9% |
| 6M | -1.8% | +38.1% | -39.8% | -9.9% |
| YTD | +18.4% | +48.0% | -29.6% | +6.0% |
| 1Y | +18.7% | +34.5% | -15.7% | +8.1% |
| 3Y | +103.8% | +38.3% | +65.5% | +78.4% |
| 5Y | +104.4% | -70.9% | +175.3% | +110.9% |
| All | +130.8% | -51.7% | +182.5% | +129.8% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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