+81.4%
VZ vs VGT
+127.4%
-46.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.8% |
| 7D | +0.1% | +1.0% | -0.9% | +0.2% |
| 30D | +7.9% | +1.3% | +6.6% | +8.1% |
| 3M | +13.6% | -1.1% | +14.8% | +14.0% |
| 6M | +1.1% | +32.6% | -31.5% | +5.1% |
| YTD | +29.3% | +29.0% | +0.3% | +34.1% |
| 1Y | +21.2% | +39.7% | -18.5% | +26.6% |
| All | +81.4% | +127.4% | -46.0% | +80.0% |
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