+0.2%
VGT vs CI
+5.0%
-4.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.4% | +2.7% |
| 7D | -1.6% | -1.3% | -0.3% | -2.0% |
| 30D | -10.1% | +6.4% | -16.5% | -8.0% |
| 3M | -5.3% | +10.7% | -15.9% | -1.6% |
| 6M | +0.2% | +5.5% | -5.2% | +3.5% |
| All | +0.2% | +5.0% | -4.8% | +3.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling