+145.4%
VGT vs VSXY
+37.5%
+107.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.1% | -1.9% | +0.8% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -0.4% | -18.7% | +18.2% | +2.0% |
| 3M | +4.4% | -4.0% | +8.4% | +4.4% |
| 6M | +32.1% | +67.5% | -35.4% | +20.4% |
| YTD | +28.8% | +39.7% | -10.9% | +19.6% |
| 1Y | +35.3% | +180.0% | -144.6% | +12.7% |
| 3Y | +124.8% | +337.3% | -212.5% | +62.8% |
| 5Y | +137.9% | +22.7% | +115.3% | +103.8% |
| All | +145.4% | +37.5% | +107.8% | +108.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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