+176.9%
XLE vs VGT
+809.1%
-632.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.5% | -0.1% |
| 7D | +0.5% | -1.0% | +1.5% | +1.0% |
| 30D | +6.6% | -0.4% | +7.0% | +6.6% |
| 3M | +12.3% | +6.6% | +5.7% | +7.8% |
| 6M | +18.4% | +31.0% | -12.6% | +1.3% |
| YTD | +47.2% | +27.2% | +20.0% | +27.4% |
| 1Y | +50.3% | +34.5% | +15.8% | +25.6% |
| 3Y | +55.3% | +123.1% | -67.8% | -5.6% |
| 5Y | +226.0% | +135.1% | +90.9% | +84.5% |
| All | +176.9% | +809.1% | -632.2% | -32.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling