+37.6%
VGT vs TMF
-23.1%
+60.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.5% | +0.1% |
| 7D | +1.5% | -0.9% | +2.4% | +1.6% |
| 30D | +0.5% | -1.0% | +1.5% | +0.6% |
| 3M | +5.3% | -11.3% | +16.5% | +6.6% |
| 6M | +32.4% | -22.7% | +55.2% | +33.3% |
| YTD | +28.6% | -17.3% | +45.9% | +30.1% |
| 1Y | +37.6% | -22.5% | +60.1% | +39.8% |
| All | +37.6% | -23.1% | +60.7% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 1y: compounded portfolio wealth divided by compounded TMF 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…
1y analysis · Full analysis span regression · 6 months rolling