+800.0%
VGT vs TRU
+147.2%
+652.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.0% | +0.2% | +0.8% |
| 7D | -0.2% | -2.7% | +2.6% | +0.9% |
| 30D | -0.4% | -2.0% | +1.6% | +0.1% |
| 3M | +4.4% | +18.4% | -14.0% | -4.1% |
| 6M | +32.1% | +8.9% | +23.2% | +24.6% |
| YTD | +28.8% | -8.9% | +37.7% | +29.5% |
| 1Y | +35.3% | -15.9% | +51.2% | +39.6% |
| 3Y | +124.8% | -1.1% | +125.8% | +103.2% |
| 5Y | +137.9% | -35.2% | +173.1% | +159.2% |
| All | +800.0% | +147.2% | +652.8% | +480.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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