+789.2%
VGT vs MSI
+601.8%
+187.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.5% |
| 7D | -1.0% | -1.8% | +0.7% | -0.2% |
| 30D | -0.4% | -0.6% | +0.2% | -0.3% |
| 3M | +6.6% | +13.0% | -6.4% | -0.6% |
| 6M | +31.0% | +0.5% | +30.5% | +28.7% |
| YTD | +27.2% | +21.7% | +5.5% | +12.0% |
| 1Y | +34.5% | -2.6% | +37.1% | +33.2% |
| 3Y | +123.1% | +69.7% | +53.5% | +58.9% |
| 5Y | +135.1% | +102.8% | +32.3% | +49.5% |
| All | +789.2% | +601.8% | +187.4% | +236.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling