+2,260.0%
VGT vs NI
+1,070.0%
+1,189.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | +1.5% | +1.3% | +0.2% | +0.9% |
| 30D | +0.5% | -0.3% | +0.8% | +0.6% |
| 3M | +5.3% | -9.5% | +14.7% | +9.5% |
| 6M | +32.4% | -10.2% | +42.7% | +37.7% |
| YTD | +28.6% | +1.8% | +26.8% | +26.5% |
| 1Y | +37.6% | +5.7% | +32.0% | +32.9% |
| 3Y | +125.5% | +69.6% | +55.9% | +73.6% |
| 5Y | +135.2% | +95.8% | +39.4% | +67.3% |
| 10Y | +812.9% | +145.1% | +667.8% | +449.4% |
| All | +2,260.0% | +1,070.0% | +1,189.9% | +421.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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