+225.7%
XLE vs VGT
+133.4%
+92.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.2% |
| 7D | 0.0% | +1.8% | -1.8% | -0.5% |
| 30D | +12.6% | -0.3% | +13.0% | +12.6% |
| 3M | +11.8% | +3.4% | +8.5% | +10.4% |
| 6M | +16.1% | +35.0% | -18.9% | +5.5% |
| YTD | +46.9% | +28.8% | +18.1% | +35.2% |
| 1Y | +53.3% | +38.0% | +15.3% | +37.5% |
| 3Y | +54.9% | +125.8% | -70.9% | +16.0% |
| 5Y | +225.7% | +134.7% | +91.0% | +132.2% |
| All | +225.7% | +133.4% | +92.3% | +132.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling