+29.5%
XLB vs VGT
+18.8%
+10.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.4% |
| 7D | +3.9% | -6.5% | +10.4% | +5.3% |
| 30D | +8.9% | -10.6% | +19.5% | +11.3% |
| 3M | +4.1% | -3.7% | +7.8% | +4.7% |
| 6M | +7.3% | +10.4% | -3.1% | +3.4% |
| YTD | +20.4% | +23.1% | -2.7% | +11.3% |
| 1Y | +29.5% | +19.9% | +9.7% | +20.6% |
| All | +29.5% | +18.8% | +10.8% | +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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling