+728.4%
VGT vs CI
+146.2%
+582.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | +2.5% | +1.2% | +1.3% | +2.2% |
| 30D | -9.5% | +2.6% | -12.1% | -10.2% |
| 3M | -9.5% | +7.4% | -16.9% | -11.4% |
| 6M | -1.8% | -0.1% | -1.7% | -2.6% |
| YTD | +18.4% | +9.7% | +8.7% | +14.1% |
| 1Y | +18.7% | +12.1% | +6.6% | +13.6% |
| 3Y | +103.8% | +7.0% | +96.8% | +88.7% |
| 5Y | +104.4% | +49.7% | +54.7% | +63.6% |
| All | +728.4% | +146.2% | +582.2% | +450.0% |
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