+742.6%
VGT vs IP
+19.1%
+723.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | +0.1% |
| 7D | +5.6% | -0.9% | +6.5% | +5.9% |
| 30D | -10.6% | +6.7% | -17.3% | -12.6% |
| 3M | -6.9% | -16.6% | +9.7% | -1.9% |
| 6M | +0.9% | +6.0% | -5.0% | -2.5% |
| YTD | +20.4% | -10.7% | +31.1% | +21.3% |
| 1Y | +17.4% | -6.7% | +24.1% | +16.1% |
| 3Y | +106.3% | +17.1% | +89.1% | +77.4% |
| 5Y | +107.9% | -14.6% | +122.4% | +100.1% |
| All | +742.6% | +19.1% | +723.5% | +559.2% |
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