+34.5%
VGT vs Z
-64.6%
+99.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.7% | -0.8% |
| 7D | -1.0% | -11.6% | +10.5% | -0.1% |
| 30D | -0.4% | -8.5% | +8.0% | +0.1% |
| 3M | +6.6% | -7.9% | +14.5% | +7.3% |
| 6M | +31.0% | -29.1% | +60.1% | +35.8% |
| YTD | +27.2% | -54.2% | +81.4% | +36.1% |
| 1Y | +34.5% | -63.5% | +98.0% | +42.0% |
| All | +34.5% | -64.6% | +99.0% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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