+19.9%
VGT vs TRI
-22.4%
+42.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.4% | -6.2% | +0.5% |
| 7D | -6.5% | +1.0% | -7.5% | -6.4% |
| 30D | -10.6% | +20.8% | -31.3% | -10.0% |
| 3M | -3.7% | +8.1% | -11.8% | -3.3% |
| 6M | +10.4% | +24.2% | -13.8% | +12.5% |
| YTD | +23.1% | -7.8% | +30.8% | +27.6% |
| 1Y | +19.9% | -16.7% | +36.6% | +25.7% |
| All | +19.9% | -22.4% | +42.3% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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