+2,235.4%
VGT vs SU
+816.7%
+1,418.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -1.0% | +1.7% | -2.7% | -1.4% |
| 30D | -0.4% | +9.6% | -10.1% | -2.8% |
| 3M | +6.6% | +11.7% | -5.1% | +3.2% |
| 6M | +31.0% | +21.9% | +9.1% | +23.5% |
| YTD | +27.2% | +58.6% | -31.4% | +12.0% |
| 1Y | +34.5% | +66.5% | -32.1% | +16.7% |
| 3Y | +123.1% | +121.4% | +1.7% | +77.4% |
| 5Y | +135.1% | +355.7% | -220.6% | +50.3% |
| 10Y | +803.4% | +264.2% | +539.2% | +464.4% |
| All | +2,235.4% | +816.7% | +1,418.7% | +1,015.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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