+25.3%
VZ vs VGT
+133.8%
-108.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | +0.1% | +1.0% | -0.9% | +0.1% |
| 30D | +7.9% | +1.3% | +6.6% | +7.9% |
| 3M | +13.6% | -1.1% | +14.8% | +13.8% |
| 6M | +1.1% | +32.6% | -31.5% | +0.6% |
| YTD | +29.3% | +29.0% | +0.3% | +28.7% |
| 1Y | +21.2% | +39.7% | -18.5% | +20.1% |
| 3Y | +75.9% | +120.9% | -45.0% | +63.4% |
| All | +25.3% | +133.8% | -108.5% | +7.5% |
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