+742.6%
VGT vs CI
+145.6%
+597.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.2% | -0.1% |
| 7D | +5.6% | -1.7% | +7.4% | +6.0% |
| 30D | -10.6% | +4.9% | -15.4% | -11.8% |
| 3M | -6.9% | +7.4% | -14.3% | -8.9% |
| 6M | +0.9% | +0.4% | +0.6% | 0.0% |
| YTD | +20.4% | +9.5% | +11.0% | +16.1% |
| 1Y | +17.4% | +12.0% | +5.4% | +12.4% |
| 3Y | +106.3% | +7.1% | +99.2% | +90.9% |
| 5Y | +107.9% | +49.3% | +58.5% | +66.6% |
| All | +742.6% | +145.6% | +597.0% | +459.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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