+1,934.0%
VRT vs VGT
+409.4%
+1,524.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.7% | -1.9% | -1.7% |
| 7D | +10.5% | +2.5% | +8.0% | +7.9% |
| 30D | -9.3% | -9.5% | +0.2% | +3.0% |
| 3M | -29.6% | -9.5% | -20.1% | -19.7% |
| 6M | -45.4% | -1.8% | -43.6% | -42.3% |
| YTD | +24.8% | +18.4% | +6.4% | +8.5% |
| 1Y | +23.6% | +18.7% | +4.9% | +7.8% |
| 3Y | +379.7% | +103.8% | +275.9% | +175.8% |
| 5Y | +660.3% | +104.4% | +556.0% | +334.2% |
| All | +1,934.0% | +409.4% | +1,524.6% | +691.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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