+1,002.6%
VST vs VGT
+688.8%
+313.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.4% | +9.2% | +9.6% |
| 7D | -9.8% | -7.2% | -2.6% | -4.8% |
| 30D | -25.1% | -16.1% | -9.0% | -14.9% |
| 3M | -11.6% | -9.2% | -2.4% | -5.0% |
| 6M | -20.9% | -0.7% | -20.2% | -20.6% |
| YTD | -22.3% | +15.6% | -37.9% | -29.9% |
| 1Y | -32.0% | +14.4% | -46.4% | -38.2% |
| 3Y | +262.4% | +105.2% | +157.2% | +143.5% |
| 5Y | +563.4% | +100.0% | +463.3% | +339.7% |
| 10Y | +1,120.7% | +712.1% | +408.6% | +278.7% |
| All | +1,002.6% | +688.8% | +313.7% | +251.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling