+111.5%
VGT vs TAP
+1.8%
+109.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.6% | +2.9% |
| 7D | -1.6% | -8.0% | +6.4% | -1.0% |
| 30D | -10.1% | +4.1% | -14.2% | -10.5% |
| 3M | -5.3% | -4.4% | -0.9% | -5.0% |
| 6M | +0.2% | -1.9% | +2.2% | 0.0% |
| YTD | +21.1% | -12.1% | +33.2% | +22.1% |
| 1Y | +18.2% | -12.0% | +30.2% | +19.1% |
| 3Y | +107.4% | -25.0% | +132.4% | +113.5% |
| 5Y | +111.5% | -1.1% | +112.6% | +101.7% |
| All | +111.5% | +1.8% | +109.7% | +101.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling