+135.1%
VGT vs VIG
+61.5%
+73.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.4% |
| 7D | -1.0% | -2.2% | +1.2% | +2.2% |
| 30D | -0.4% | -3.2% | +2.8% | +4.3% |
| 3M | +6.6% | +3.0% | +3.6% | +2.1% |
| 6M | +31.0% | +8.1% | +22.9% | +17.3% |
| YTD | +27.2% | +9.1% | +18.2% | +12.6% |
| 1Y | +34.5% | +12.6% | +21.9% | +13.7% |
| 3Y | +123.1% | +55.4% | +67.8% | +20.2% |
| 5Y | +135.1% | +62.8% | +72.3% | +21.3% |
| All | +135.1% | +61.5% | +73.6% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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