+13.8%
VRT vs VGT
+18.8%
-5.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +0.2% | -13.1% | -13.3% |
| 7D | -15.4% | -6.5% | -8.9% | -5.6% |
| 30D | -19.0% | -10.6% | -8.4% | -2.3% |
| 3M | -23.8% | -3.7% | -20.1% | -18.3% |
| 6M | -37.9% | +10.4% | -48.2% | -46.3% |
| YTD | +27.0% | +23.1% | +3.9% | -9.8% |
| 1Y | +13.8% | +19.9% | -6.1% | -13.3% |
| All | +13.8% | +18.8% | -5.0% | -13.3% |
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