+2,267.4%
VGT vs MSI
+965.3%
+1,302.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.7% |
| 7D | +1.0% | -3.7% | +4.7% | +2.5% |
| 30D | +1.3% | +6.8% | -5.5% | -1.6% |
| 3M | -1.1% | +14.3% | -15.4% | -6.8% |
| 6M | +32.6% | -1.3% | +33.9% | +31.7% |
| YTD | +29.0% | +23.1% | +5.9% | +16.8% |
| 1Y | +39.7% | -0.8% | +40.5% | +37.5% |
| 3Y | +120.9% | +70.9% | +50.0% | +73.6% |
| 5Y | +133.6% | +103.3% | +30.2% | +70.9% |
| 10Y | +792.6% | +599.2% | +193.3% | +309.4% |
| All | +2,267.4% | +965.3% | +1,302.1% | +674.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 1990-01-01 to 2026-09-07: compounded portfolio wealth divided by compounded MSI 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling