+716.4%
VGT vs IP
+31.6%
+684.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.9% | +0.3% | +2.3% |
| 7D | -1.6% | -3.0% | +1.4% | -0.7% |
| 30D | -12.5% | +10.6% | -23.1% | -15.4% |
| 3M | -7.7% | -13.6% | +5.9% | -3.8% |
| 6M | -0.2% | +10.4% | -10.6% | -4.8% |
| YTD | +19.3% | -6.5% | +25.7% | +18.4% |
| 1Y | +18.2% | -2.1% | +20.3% | +15.2% |
| 3Y | +109.6% | +22.0% | +87.6% | +78.3% |
| 5Y | +105.5% | -9.7% | +115.2% | +94.3% |
| 10Y | +716.4% | +26.8% | +689.6% | +561.2% |
| All | +716.4% | +31.6% | +684.8% | +561.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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