+7.2%
XLP vs VGT
+38.4%
-31.3%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -1.4% | +1.8% | -3.3% | -1.1% |
| 30D | -1.3% | -0.3% | -1.0% | -1.3% |
| 3M | +1.8% | +3.4% | -1.5% | +3.0% |
| 6M | -0.8% | +35.0% | -35.8% | +3.5% |
| YTD | +9.5% | +28.8% | -19.2% | +13.0% |
| 1Y | +7.2% | +38.0% | -30.8% | +15.5% |
| All | +7.2% | +38.4% | -31.3% | +15.5% |
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