+379.7%
VRT vs VGT
+103.6%
+276.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.9% | -0.7% |
| 7D | +10.5% | +2.5% | +8.0% | +6.4% |
| 30D | -9.3% | -9.5% | +0.2% | +9.4% |
| 3M | -29.6% | -9.5% | -20.1% | -14.7% |
| 6M | -45.4% | -1.8% | -43.6% | -42.2% |
| YTD | +24.8% | +18.4% | +6.4% | -4.9% |
| 1Y | +23.6% | +18.7% | +4.9% | -5.5% |
| 3Y | +379.7% | +103.8% | +275.9% | +64.1% |
| All | +379.7% | +103.6% | +276.1% | +64.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling