+2,267.4%
VGT vs EIX
+466.8%
+1,800.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | +1.0% | -19.1% | +20.1% | +6.6% |
| 30D | +1.3% | -16.9% | +18.2% | +5.7% |
| 3M | -1.1% | -20.0% | +18.9% | +4.0% |
| 6M | +32.6% | -21.3% | +53.9% | +39.9% |
| YTD | +29.0% | -1.7% | +30.7% | +25.2% |
| 1Y | +39.7% | +9.6% | +30.1% | +29.8% |
| 3Y | +120.9% | -3.7% | +124.6% | +108.3% |
| 5Y | +133.6% | +22.6% | +110.9% | +98.2% |
| 10Y | +792.6% | +17.7% | +774.9% | +612.5% |
| All | +2,267.4% | +466.8% | +1,800.6% | +920.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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