+1,689.5%
VGT vs MSCI
+3,122.5%
-1,432.9%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.3% | +2.9% |
| 7D | -1.6% | +1.5% | -3.1% | -2.2% |
| 30D | -12.5% | +14.4% | -26.9% | -17.3% |
| 3M | -7.7% | +15.2% | -22.9% | -13.2% |
| 6M | -0.2% | +11.2% | -11.4% | -5.9% |
| YTD | +19.3% | +13.9% | +5.3% | +10.5% |
| 1Y | +18.2% | +12.5% | +5.7% | +10.0% |
| 3Y | +109.6% | +32.3% | +77.4% | +78.1% |
| 5Y | +105.5% | +4.9% | +100.7% | +88.8% |
| 10Y | +716.4% | +779.7% | -63.3% | +236.8% |
| All | +1,689.5% | +3,122.5% | -1,432.9% | +349.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling