+282.9%
SPGI vs VGT
+820.0%
-537.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.7% |
| 7D | -7.4% | -0.2% | -7.2% | -7.3% |
| 30D | +0.4% | -0.4% | +0.8% | +0.5% |
| 3M | +5.3% | +4.4% | +0.8% | +1.2% |
| 6M | +1.7% | +32.1% | -30.4% | -17.4% |
| YTD | -16.4% | +28.8% | -45.1% | -31.0% |
| 1Y | -20.5% | +35.3% | -55.8% | -37.2% |
| 3Y | +14.2% | +124.8% | -110.5% | -40.1% |
| 5Y | +0.6% | +137.9% | -137.3% | -50.7% |
| All | +282.9% | +820.0% | -537.2% | -36.9% |
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