+122.1%
VGT vs SPXU
-79.4%
+201.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.9% | -0.1% |
| 7D | -1.0% | +6.4% | -7.4% | +2.1% |
| 30D | -0.4% | +5.9% | -6.4% | +2.7% |
| 3M | +6.6% | -11.7% | +18.3% | +1.7% |
| 6M | +31.0% | -28.7% | +59.7% | +15.1% |
| YTD | +27.2% | -26.4% | +53.6% | +14.6% |
| 1Y | +34.5% | -35.2% | +69.7% | +15.4% |
| All | +122.1% | -79.4% | +201.5% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling