+134.7%
VGT vs MSCI
-10.9%
+145.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.8% | +3.6% | +1.4% |
| 7D | +1.8% | -2.1% | +3.9% | +2.7% |
| 30D | -0.3% | -1.7% | +1.4% | +0.3% |
| 3M | +3.4% | -8.2% | +11.6% | +5.9% |
| 6M | +35.0% | -2.4% | +37.4% | +33.9% |
| YTD | +28.8% | -2.8% | +31.6% | +27.1% |
| 1Y | +38.0% | -2.7% | +40.6% | +35.1% |
| 3Y | +125.8% | +7.3% | +118.5% | +103.8% |
| 5Y | +134.7% | -11.4% | +146.2% | +120.6% |
| All | +134.7% | -10.9% | +145.6% | +120.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling