+76.0%
VUG vs VGT
+134.3%
-58.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | +0.1% | +1.5% | -1.4% | -1.1% |
| 30D | -1.7% | +0.5% | -2.2% | -2.2% |
| 3M | +2.8% | +5.3% | -2.4% | -2.1% |
| 6M | +13.6% | +32.4% | -18.8% | -11.6% |
| YTD | +8.1% | +28.6% | -20.5% | -14.0% |
| 1Y | +13.1% | +37.6% | -24.6% | -15.4% |
| 3Y | +87.0% | +125.5% | -38.5% | -11.6% |
| 5Y | +76.0% | +135.2% | -59.2% | -20.6% |
| All | +76.0% | +134.3% | -58.3% | -20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling