+65.8%
XLE vs VGT
+108.2%
-42.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.9% | -1.0% | +1.4% |
| 7D | -0.2% | -1.6% | +1.3% | 0.0% |
| 30D | -4.0% | -10.1% | +6.1% | -2.5% |
| 3M | +4.6% | -5.3% | +9.9% | +5.2% |
| 6M | +12.3% | +0.2% | +12.1% | +11.2% |
| YTD | +44.5% | +21.1% | +23.4% | +36.0% |
| 1Y | +42.4% | +18.2% | +24.3% | +35.0% |
| All | +65.8% | +108.2% | -42.4% | +31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling