+123.4%
VRT vs VGT
+40.8%
+82.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.3% | +4.0% | +3.8% |
| 7D | +9.1% | +1.0% | +8.1% | +7.4% |
| 30D | +0.9% | +1.3% | -0.4% | -1.0% |
| 3M | -13.4% | -1.1% | -12.2% | -10.4% |
| 6M | +11.7% | +32.6% | -20.9% | -31.0% |
| YTD | +73.2% | +29.0% | +44.2% | +12.9% |
| 1Y | +123.4% | +39.7% | +83.7% | +10.8% |
| All | +123.4% | +40.8% | +82.7% | +10.8% |
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