+135.2%
VGT vs CI
+43.3%
+91.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.2% |
| 7D | +1.5% | -1.1% | +2.6% | +1.6% |
| 30D | +0.5% | +0.5% | +0.1% | +0.5% |
| 3M | +5.3% | -5.2% | +10.4% | +5.6% |
| 6M | +32.4% | +4.3% | +28.1% | +31.3% |
| YTD | +28.6% | +2.8% | +25.8% | +27.7% |
| 1Y | +37.6% | -5.8% | +43.4% | +37.7% |
| 3Y | +125.5% | +4.7% | +120.8% | +114.9% |
| 5Y | +135.2% | +42.7% | +92.5% | +97.2% |
| All | +135.2% | +43.3% | +91.9% | +97.2% |
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