+120.6%
VLO vs VGT
+18.8%
+101.8%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.2% | -6.0% | -5.7% |
| 7D | -6.0% | -6.5% | +0.5% | -6.7% |
| 30D | -12.9% | -10.6% | -2.3% | -13.9% |
| 3M | +18.3% | -3.7% | +22.1% | +17.7% |
| 6M | +46.4% | +10.4% | +36.1% | +49.2% |
| YTD | +127.7% | +23.1% | +104.7% | +134.9% |
| 1Y | +120.6% | +19.9% | +100.7% | +130.1% |
| All | +120.6% | +18.8% | +101.8% | +130.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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