+885.1%
VGT vs TRU
+226.0%
+659.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.6% | +0.2% |
| 7D | +1.5% | -6.5% | +8.0% | +4.0% |
| 30D | +0.5% | -2.5% | +3.0% | +1.2% |
| 3M | +5.3% | +10.4% | -5.1% | -0.4% |
| 6M | +32.4% | +1.6% | +30.8% | +28.6% |
| YTD | +28.6% | -9.7% | +38.3% | +29.8% |
| 1Y | +37.6% | -17.3% | +54.9% | +42.7% |
| 3Y | +125.5% | -1.8% | +127.3% | +104.9% |
| 5Y | +135.2% | -36.2% | +171.4% | +155.7% |
| 10Y | +812.9% | +143.2% | +669.7% | +477.3% |
| All | +885.1% | +226.0% | +659.0% | +477.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling