+374.3%
VZ vs VGT
+2,283.9%
-1,909.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | +0.1% | +1.0% | -0.9% | -0.3% |
| 30D | +7.9% | +1.3% | +6.6% | +7.3% |
| 3M | +13.6% | -1.1% | +14.8% | +13.2% |
| 6M | +1.1% | +32.6% | -31.5% | -9.5% |
| YTD | +29.3% | +29.0% | +0.3% | +16.4% |
| 1Y | +21.2% | +39.7% | -18.5% | +5.6% |
| 3Y | +75.9% | +120.9% | -45.0% | +23.3% |
| 5Y | +24.1% | +133.6% | -109.5% | -17.8% |
| 10Y | +62.4% | +792.6% | -730.2% | -50.1% |
| All | +374.3% | +2,283.9% | -1,909.6% | -23.0% |
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 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