+18.2%
VGT vs VG
+51.8%
-33.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.5% | -2.6% | +3.1% |
| 7D | -1.6% | +5.5% | -7.1% | -1.4% |
| 30D | -10.1% | -3.6% | -6.5% | -10.1% |
| 3M | -5.3% | -4.0% | -1.3% | -5.2% |
| 6M | +0.2% | +9.4% | -9.2% | +1.3% |
| YTD | +21.1% | +86.6% | -65.5% | +16.1% |
| 1Y | +18.2% | +69.5% | -51.3% | +13.5% |
| All | +18.2% | +51.8% | -33.6% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling