+8.1%
IYR vs VGT
+40.8%
-32.7%
-8.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.7% |
| 7D | -1.2% | +1.0% | -2.2% | -1.2% |
| 30D | -2.9% | +1.3% | -4.1% | -2.8% |
| 3M | +0.8% | -1.1% | +2.0% | +1.4% |
| 6M | +1.9% | +32.6% | -30.8% | -1.9% |
| YTD | +9.6% | +29.0% | -19.4% | +5.5% |
| 1Y | +8.1% | +39.7% | -31.6% | +3.8% |
| All | +8.1% | +40.8% | -32.7% | +3.8% |
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