+812.9%
VGT vs MSCI
+615.8%
+197.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.4% |
| 7D | +1.5% | -1.1% | +2.6% | +2.0% |
| 30D | +0.5% | -1.2% | +1.7% | +0.9% |
| 3M | +5.3% | -8.4% | +13.7% | +8.3% |
| 6M | +32.4% | -1.0% | +33.5% | +30.4% |
| YTD | +28.6% | -2.3% | +30.9% | +26.5% |
| 1Y | +37.6% | -1.2% | +38.8% | +33.5% |
| 3Y | +125.5% | +7.9% | +117.6% | +102.2% |
| 5Y | +135.2% | -10.1% | +145.3% | +125.4% |
| 10Y | +812.9% | +631.0% | +181.9% | +217.3% |
| All | +812.9% | +615.8% | +197.1% | +217.3% |
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