+1,717.3%
VGT vs MSCI
+3,197.7%
-1,480.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.2% | +2.6% |
| 7D | -1.6% | -1.9% | +0.3% | -0.8% |
| 30D | -10.1% | +16.5% | -26.6% | -15.7% |
| 3M | -5.3% | +18.2% | -23.4% | -11.8% |
| 6M | +0.2% | +14.0% | -13.7% | -6.4% |
| YTD | +21.1% | +16.6% | +4.5% | +11.2% |
| 1Y | +18.2% | +14.8% | +3.3% | +9.1% |
| 3Y | +107.4% | +33.3% | +74.2% | +75.7% |
| 5Y | +111.5% | +9.1% | +102.5% | +91.3% |
| 10Y | +735.5% | +820.4% | -84.8% | +239.0% |
| All | +1,717.3% | +3,197.7% | -1,480.3% | +352.6% |
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 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