+800.0%
VGT vs TRI
+196.2%
+603.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.6% |
| 7D | -0.2% | -7.9% | +7.7% | +2.8% |
| 30D | -0.4% | -4.5% | +4.1% | +0.7% |
| 3M | +4.4% | +22.1% | -17.7% | -6.9% |
| 6M | +32.1% | -2.8% | +34.8% | +28.7% |
| YTD | +28.8% | -23.4% | +52.2% | +40.6% |
| 1Y | +35.3% | -41.5% | +76.9% | +72.3% |
| 3Y | +124.8% | -19.2% | +144.0% | +123.1% |
| 5Y | +137.9% | -9.4% | +147.3% | +115.5% |
| All | +800.0% | +196.2% | +603.7% | +356.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling