+135.1%
VGT vs IT
-46.1%
+181.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.2% |
| 7D | -1.0% | -12.7% | +11.7% | +2.6% |
| 30D | -0.4% | -8.9% | +8.4% | +1.7% |
| 3M | +6.6% | +10.1% | -3.5% | +1.3% |
| 6M | +31.0% | +7.3% | +23.8% | +24.0% |
| YTD | +27.2% | -32.4% | +59.6% | +42.8% |
| 1Y | +34.5% | -26.6% | +61.1% | +44.0% |
| 3Y | +123.1% | -51.8% | +175.0% | +179.6% |
| 5Y | +135.1% | -45.6% | +180.7% | +160.9% |
| All | +135.1% | -46.1% | +181.2% | +160.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 5y: compounded portfolio wealth divided by compounded IT 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…
5y analysis · Full analysis span regression · 6 months rolling