+102.6%
VGT vs STT
+179.6%
-77.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.5% |
| 7D | -4.1% | +1.1% | -5.3% | -4.6% |
| 30D | -13.6% | -1.9% | -11.7% | -12.7% |
| 3M | -8.0% | -7.6% | -0.4% | -4.5% |
| 6M | -1.5% | +16.0% | -17.5% | -8.6% |
| YTD | +17.7% | +36.2% | -18.5% | +0.3% |
| 1Y | +13.8% | +46.8% | -33.0% | -6.7% |
| All | +102.6% | +179.6% | -77.0% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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