+2,263.1%
VGT vs EFX
+728.9%
+1,534.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | +1.2% |
| 7D | +1.8% | -7.8% | +9.7% | +5.5% |
| 30D | -0.3% | -5.7% | +5.4% | +1.9% |
| 3M | +3.4% | +2.5% | +0.8% | -0.1% |
| 6M | +35.0% | -16.7% | +51.7% | +42.5% |
| YTD | +28.8% | -20.2% | +48.9% | +37.2% |
| 1Y | +38.0% | -31.4% | +69.4% | +56.9% |
| 3Y | +125.8% | -10.5% | +136.3% | +114.5% |
| 5Y | +134.7% | -35.2% | +169.9% | +156.7% |
| 10Y | +792.6% | +40.2% | +752.4% | +502.6% |
| All | +2,263.1% | +728.9% | +1,534.2% | +445.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 all: compounded portfolio wealth divided by compounded EFX 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…
all analysis · Full analysis span regression · 6 months rolling