+568.7%
XLB vs VGT
+2,283.9%
-1,715.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.7% | -0.6% |
| 7D | -1.4% | +1.0% | -2.4% | -2.1% |
| 30D | -0.4% | +1.3% | -1.7% | -1.5% |
| 3M | +2.0% | -1.1% | +3.1% | +1.5% |
| 6M | +1.8% | +32.6% | -30.8% | -19.0% |
| YTD | +16.6% | +29.0% | -12.4% | -5.7% |
| 1Y | +16.9% | +39.7% | -22.8% | -11.5% |
| 3Y | +32.6% | +120.9% | -88.4% | -32.8% |
| 5Y | +35.6% | +133.6% | -97.9% | -36.8% |
| 10Y | +160.0% | +792.6% | -632.5% | -65.5% |
| All | +568.7% | +2,283.9% | -1,715.2% | -64.9% |
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