+2,543.6%
VGT vs SPXU
-100.0%
+2,643.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | +0.4% |
| 7D | +1.5% | +1.3% | +0.2% | +2.0% |
| 30D | +0.5% | +5.1% | -4.6% | +2.7% |
| 3M | +5.3% | -9.1% | +14.4% | +2.6% |
| 6M | +32.4% | -29.6% | +62.0% | +18.6% |
| YTD | +28.6% | -27.7% | +56.3% | +17.3% |
| 1Y | +37.6% | -37.0% | +74.6% | +20.4% |
| 3Y | +125.5% | -80.2% | +205.7% | +44.3% |
| 5Y | +135.2% | -86.0% | +221.2% | +60.3% |
| 10Y | +812.9% | -99.5% | +912.4% | +168.4% |
| All | +2,543.6% | -100.0% | +2,643.6% | +178.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling