+135.2%
VGT vs TT
+143.3%
-8.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +1.5% | +1.4% | +0.1% | +0.7% |
| 30D | +0.5% | -6.7% | +7.2% | +4.2% |
| 3M | +5.3% | -5.4% | +10.7% | +8.0% |
| 6M | +32.4% | +4.4% | +28.1% | +28.2% |
| YTD | +28.6% | +14.9% | +13.7% | +17.3% |
| 1Y | +37.6% | +9.3% | +28.4% | +28.7% |
| 3Y | +125.5% | +121.7% | +3.8% | +37.6% |
| 5Y | +135.2% | +148.2% | -13.0% | +22.1% |
| All | +135.2% | +143.3% | -8.1% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 5y: compounded portfolio wealth divided by compounded TT 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…
5y analysis · Full analysis span regression · 6 months rolling