+789.2%
VGT vs VO
+197.9%
+591.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | 0.0% |
| 7D | -1.0% | -2.5% | +1.5% | +1.8% |
| 30D | -0.4% | -3.2% | +2.8% | +3.3% |
| 3M | +6.6% | +3.9% | +2.7% | +2.4% |
| 6M | +31.0% | +9.6% | +21.4% | +18.9% |
| YTD | +27.2% | +11.6% | +15.7% | +13.2% |
| 1Y | +34.5% | +12.6% | +21.8% | +18.5% |
| 3Y | +123.1% | +55.4% | +67.8% | +39.6% |
| 5Y | +135.1% | +41.8% | +93.3% | +64.0% |
| All | +789.2% | +197.9% | +591.3% | +205.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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