+340.5%
JCI vs VGT
+820.0%
-479.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.2% | +1.0% | +1.5% |
| 7D | +0.7% | -0.2% | +0.9% | +0.9% |
| 30D | -4.4% | -0.4% | -4.0% | -4.3% |
| 3M | +1.7% | +4.4% | -2.8% | -1.2% |
| 6M | +8.8% | +32.1% | -23.3% | -8.8% |
| YTD | +22.6% | +28.8% | -6.1% | +4.0% |
| 1Y | +36.2% | +35.3% | +0.9% | +11.8% |
| 3Y | +168.0% | +124.8% | +43.3% | +60.1% |
| 5Y | +113.5% | +137.9% | -24.5% | +21.1% |
| All | +340.5% | +820.0% | -479.6% | +13.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling