+735.5%
VGT vs IP
+22.3%
+713.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.3% | +4.2% | +3.3% |
| 7D | -1.6% | -2.8% | +1.2% | -0.6% |
| 30D | -10.1% | +9.2% | -19.3% | -12.7% |
| 3M | -5.3% | -16.1% | +10.9% | -0.3% |
| 6M | +0.2% | +9.6% | -9.3% | -4.2% |
| YTD | +21.1% | -8.8% | +29.9% | +21.1% |
| 1Y | +18.2% | -5.5% | +23.7% | +16.5% |
| 3Y | +107.4% | +19.6% | +87.8% | +77.3% |
| 5Y | +111.5% | -13.5% | +125.0% | +102.9% |
| 10Y | +735.5% | +22.4% | +713.1% | +569.7% |
| All | +735.5% | +22.3% | +713.3% | +569.7% |
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