+717.0%
VGT vs IP
+24.7%
+692.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.9% |
| 7D | -4.1% | 0.0% | -4.2% | -4.1% |
| 30D | -13.6% | +9.4% | -23.0% | -16.2% |
| 3M | -8.0% | -14.1% | +6.1% | -3.9% |
| 6M | -1.5% | +9.2% | -10.6% | -5.7% |
| YTD | +17.7% | -7.5% | +25.2% | +17.2% |
| 1Y | +13.8% | -2.8% | +16.6% | +11.1% |
| 3Y | +101.6% | +21.2% | +80.3% | +71.6% |
| 5Y | +106.7% | -11.5% | +118.2% | +96.8% |
| 10Y | +717.0% | +23.7% | +693.3% | +559.0% |
| All | +717.0% | +24.7% | +692.3% | +559.0% |
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