+124.8%
VGT vs ITOT
+75.8%
+49.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | 0.0% |
| 7D | -0.2% | -0.9% | +0.7% | +1.2% |
| 30D | -0.4% | -1.5% | +1.0% | +1.7% |
| 3M | +4.4% | +3.6% | +0.9% | -0.4% |
| 6M | +32.1% | +13.7% | +18.4% | +10.9% |
| YTD | +28.8% | +12.9% | +15.8% | +9.4% |
| 1Y | +35.3% | +17.2% | +18.2% | +9.5% |
| 3Y | +124.8% | +75.6% | +49.1% | +9.8% |
| All | +124.8% | +75.8% | +49.0% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling