+135.2%
VGT vs DRI
+68.4%
+66.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.4% |
| 7D | +1.5% | -4.8% | +6.3% | +3.2% |
| 30D | +0.5% | -3.9% | +4.5% | +1.7% |
| 3M | +5.3% | +5.1% | +0.2% | +2.7% |
| 6M | +32.4% | +5.5% | +26.9% | +28.5% |
| YTD | +28.6% | +16.5% | +12.1% | +19.2% |
| 1Y | +37.6% | +2.0% | +35.6% | +34.2% |
| 3Y | +125.5% | +54.5% | +71.0% | +76.8% |
| 5Y | +135.2% | +66.6% | +68.6% | +69.6% |
| All | +135.2% | +68.4% | +66.8% | +69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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