+2,267.4%
VGT vs IP
+122.0%
+2,145.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | -0.4% |
| 7D | +1.0% | -5.3% | +6.3% | +2.8% |
| 30D | +1.3% | -10.9% | +12.1% | +5.0% |
| 3M | -1.1% | +11.2% | -12.3% | -5.6% |
| 6M | +32.6% | -10.2% | +42.9% | +34.8% |
| YTD | +29.0% | -2.0% | +31.0% | +26.4% |
| 1Y | +39.7% | -19.1% | +58.8% | +44.9% |
| 3Y | +120.9% | +20.9% | +100.1% | +92.1% |
| 5Y | +133.6% | -17.8% | +151.4% | +129.7% |
| 10Y | +792.6% | +23.5% | +769.0% | +617.8% |
| All | +2,267.4% | +122.0% | +2,145.4% | +1,330.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling