+34.5%
VGT vs S
+10.1%
+24.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.4% |
| 7D | -1.0% | +0.1% | -1.1% | -1.1% |
| 30D | -0.4% | -11.8% | +11.3% | +1.4% |
| 3M | +6.6% | +33.9% | -27.3% | +0.6% |
| 6M | +31.0% | +40.1% | -9.1% | +21.5% |
| YTD | +27.2% | +32.1% | -4.8% | +19.0% |
| 1Y | +34.5% | +11.0% | +23.4% | +30.4% |
| All | +34.5% | +10.1% | +24.4% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling