+2,316.3%
ICE vs VGT
+2,282.5%
+33.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.3% |
| 7D | -0.7% | +1.0% | -1.7% | -1.4% |
| 30D | +7.6% | +1.3% | +6.3% | +6.3% |
| 3M | +13.9% | -1.1% | +15.1% | +12.7% |
| 6M | -2.4% | +32.6% | -35.0% | -25.0% |
| YTD | +0.3% | +29.0% | -28.7% | -21.5% |
| 1Y | -6.4% | +39.7% | -46.1% | -32.2% |
| 3Y | +43.1% | +120.9% | -77.8% | -35.5% |
| 5Y | +42.1% | +133.6% | -91.4% | -42.6% |
| 10Y | +220.9% | +792.6% | -571.6% | -74.6% |
| All | +2,316.3% | +2,282.5% | +33.8% | -46.6% |
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