+106.7%
VGT vs CI
+53.6%
+53.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.9% | -1.5% |
| 7D | -4.1% | +2.6% | -6.7% | -4.3% |
| 30D | -13.6% | +7.3% | -21.0% | -14.1% |
| 3M | -8.0% | +9.5% | -17.5% | -8.7% |
| 6M | -1.5% | +6.4% | -7.9% | -2.2% |
| YTD | +17.7% | +12.0% | +5.7% | +16.1% |
| 1Y | +13.8% | +20.1% | -6.3% | +11.3% |
| 3Y | +101.6% | +9.6% | +92.0% | +93.8% |
| 5Y | +106.7% | +52.7% | +54.0% | +71.0% |
| All | +106.7% | +53.6% | +53.1% | +71.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling