+135.1%
VGT vs IVZ
+57.9%
+77.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -1.0% | -2.4% | +1.4% | 0.0% |
| 30D | -0.4% | +2.5% | -2.9% | -1.6% |
| 3M | +6.6% | +17.1% | -10.4% | -0.6% |
| 6M | +31.0% | +35.1% | -4.1% | +14.4% |
| YTD | +27.2% | +24.3% | +2.9% | +14.4% |
| 1Y | +34.5% | +48.7% | -14.2% | +11.5% |
| 3Y | +123.1% | +135.6% | -12.5% | +44.1% |
| 5Y | +135.1% | +60.3% | +74.8% | +70.7% |
| All | +135.1% | +57.9% | +77.2% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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