+728.4%
VGT vs MSCI
+811.9%
-83.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -2.3% |
| 7D | +2.5% | +3.0% | -0.5% | +1.0% |
| 30D | -9.5% | +17.8% | -27.3% | -16.7% |
| 3M | -9.5% | +15.2% | -24.7% | -16.0% |
| 6M | -1.8% | +16.5% | -18.3% | -10.7% |
| YTD | +18.4% | +16.4% | +2.0% | +6.6% |
| 1Y | +18.7% | +16.8% | +1.9% | +6.5% |
| 3Y | +103.8% | +35.8% | +68.0% | +62.2% |
| 5Y | +104.4% | +7.0% | +97.4% | +79.8% |
| All | +728.4% | +811.9% | -83.5% | +154.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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