+747.1%
XOM vs VGT
+2,276.4%
-1,529.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.1% | +2.4% | +2.3% |
| 7D | 0.0% | +1.5% | -1.4% | -0.7% |
| 30D | +3.4% | +0.5% | +2.9% | +2.9% |
| 3M | +11.0% | +5.3% | +5.7% | +6.8% |
| 6M | +10.6% | +32.4% | -21.8% | -7.1% |
| YTD | +39.2% | +28.6% | +10.6% | +18.2% |
| 1Y | +52.7% | +37.6% | +15.1% | +24.1% |
| 3Y | +56.8% | +125.5% | -68.7% | -8.7% |
| 5Y | +261.8% | +135.2% | +126.6% | +95.4% |
| 10Y | +191.3% | +812.9% | -621.6% | -41.7% |
| All | +747.1% | +2,276.4% | -1,529.4% | -21.9% |
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