+789.2%
VGT vs ED
+109.0%
+680.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | -1.0% | -1.9% | +0.8% | -0.8% |
| 30D | -0.4% | +0.1% | -0.5% | -0.5% |
| 3M | +6.6% | 0.0% | +6.6% | +6.4% |
| 6M | +31.0% | -2.5% | +33.5% | +31.1% |
| YTD | +27.2% | +10.1% | +17.1% | +24.3% |
| 1Y | +34.5% | +13.6% | +20.9% | +30.2% |
| 3Y | +123.1% | +32.4% | +90.7% | +102.9% |
| 5Y | +135.1% | +69.9% | +65.2% | +96.6% |
| All | +789.2% | +109.0% | +680.2% | +620.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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