+297.8%
VTI vs VGT
+820.0%
-522.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | 0.0% |
| 7D | -0.9% | -0.2% | -0.7% | -0.8% |
| 30D | -1.4% | -0.4% | -1.0% | -1.3% |
| 3M | +3.6% | +4.4% | -0.8% | 0.0% |
| 6M | +13.6% | +32.1% | -18.5% | -7.2% |
| YTD | +12.9% | +28.8% | -15.9% | -6.3% |
| 1Y | +17.2% | +35.3% | -18.1% | -6.4% |
| 3Y | +75.7% | +124.8% | -49.1% | -4.0% |
| 5Y | +75.4% | +137.9% | -62.5% | -9.8% |
| All | +297.8% | +820.0% | -522.3% | -19.7% |
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