+122.1%
VGT vs TAP
-33.1%
+155.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -1.0% | -5.3% | +4.2% | -1.2% |
| 30D | -0.4% | -7.4% | +6.9% | -0.7% |
| 3M | +6.6% | -4.9% | +11.5% | +6.5% |
| 6M | +31.0% | -14.2% | +45.2% | +31.3% |
| YTD | +27.2% | -14.8% | +42.1% | +27.2% |
| 1Y | +34.5% | -18.1% | +52.6% | +34.9% |
| All | +122.1% | -33.1% | +155.2% | +127.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 3y: compounded portfolio wealth divided by compounded TAP 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…
3y analysis · Full analysis span regression · 6 months rolling