+1,747.7%
VGT vs ULTA
+1,575.4%
+172.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | +0.7% |
| 7D | -0.2% | -3.1% | +2.9% | +0.5% |
| 30D | -0.4% | +2.8% | -3.2% | -1.2% |
| 3M | +4.4% | +14.8% | -10.3% | +0.9% |
| 6M | +32.1% | -16.2% | +48.3% | +36.1% |
| YTD | +28.8% | -9.6% | +38.4% | +30.3% |
| 1Y | +35.3% | +4.8% | +30.6% | +32.1% |
| 3Y | +124.8% | +30.7% | +94.1% | +104.3% |
| 5Y | +137.9% | +45.9% | +92.0% | +109.2% |
| 10Y | +814.2% | +129.0% | +685.2% | +583.5% |
| All | +1,747.7% | +1,575.4% | +172.2% | +620.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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