+928.3%
VTI vs VGT
+2,276.4%
-1,348.1%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -0.4% | +1.5% | -1.8% | -1.4% |
| 30D | -1.6% | +0.5% | -2.1% | -2.1% |
| 3M | +3.6% | +5.3% | -1.7% | -1.1% |
| 6M | +13.0% | +32.4% | -19.4% | -9.8% |
| YTD | +12.7% | +28.6% | -15.9% | -8.3% |
| 1Y | +18.4% | +37.6% | -19.3% | -8.9% |
| 3Y | +76.4% | +125.5% | -49.1% | -9.6% |
| 5Y | +73.7% | +135.2% | -61.5% | -15.9% |
| 10Y | +302.5% | +812.9% | -510.4% | -38.1% |
| All | +928.3% | +2,276.4% | -1,348.1% | -31.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling