-68.6%
XYZ vs VGT
+133.4%
-201.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.0% |
| 7D | +2.9% | +1.8% | +1.0% | +0.3% |
| 30D | +1.4% | -0.3% | +1.7% | +1.8% |
| 3M | +14.6% | +3.4% | +11.2% | +7.0% |
| 6M | +20.8% | +35.0% | -14.2% | -24.9% |
| YTD | +23.1% | +28.8% | -5.7% | -17.9% |
| 1Y | +5.6% | +38.0% | -32.3% | -37.2% |
| 3Y | +50.9% | +125.8% | -74.9% | -62.6% |
| 5Y | -68.6% | +134.7% | -203.3% | -92.0% |
| All | -68.6% | +133.4% | -201.9% | -92.0% |
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