+1,276.5%
IGV vs VGT
+2,279.6%
-1,003.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -3.3% | +1.8% | -5.1% | -5.0% |
| 30D | 0.0% | -0.3% | +0.3% | +0.3% |
| 3M | +7.3% | +3.4% | +4.0% | +2.9% |
| 6M | +16.7% | +35.0% | -18.3% | -13.9% |
| YTD | -2.8% | +28.8% | -31.6% | -25.0% |
| 1Y | -6.7% | +38.0% | -44.7% | -32.7% |
| 3Y | +41.1% | +125.8% | -84.7% | -38.0% |
| 5Y | +22.0% | +134.7% | -112.7% | -48.0% |
| 10Y | +357.9% | +792.6% | -434.7% | -47.3% |
| All | +1,276.5% | +2,279.6% | -1,003.1% | -39.2% |
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 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