+2,267.4%
VGT vs VO
+827.2%
+1,440.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.5% |
| 7D | +1.0% | -0.3% | +1.3% | +1.3% |
| 30D | +1.3% | -0.3% | +1.6% | +1.6% |
| 3M | -1.1% | +2.9% | -4.1% | -3.6% |
| 6M | +32.6% | +9.3% | +23.3% | +22.3% |
| YTD | +29.0% | +14.2% | +14.8% | +14.1% |
| 1Y | +39.7% | +15.3% | +24.4% | +22.6% |
| 3Y | +120.9% | +56.2% | +64.7% | +46.9% |
| 5Y | +133.6% | +42.4% | +91.1% | +71.9% |
| 10Y | +792.6% | +194.7% | +597.8% | +247.6% |
| All | +2,267.4% | +827.2% | +1,440.2% | +224.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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