+106.7%
VGT vs TT
+137.3%
-30.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -4.1% | +0.8% | -4.9% | -4.5% |
| 30D | -13.6% | -11.8% | -1.9% | -7.8% |
| 3M | -8.0% | -11.6% | +3.6% | -2.0% |
| 6M | -1.5% | -9.3% | +7.8% | +3.1% |
| YTD | +17.7% | +8.9% | +8.8% | +10.2% |
| 1Y | +13.8% | -2.2% | +16.0% | +13.2% |
| 3Y | +101.6% | +91.9% | +9.7% | +33.0% |
| 5Y | +106.7% | +136.0% | -29.3% | +7.4% |
| All | +106.7% | +137.3% | -30.6% | +7.4% |
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