+47.9%
XBI vs VGT
+18.8%
+29.1%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.4% | +2.6% |
| 7D | +1.0% | -6.5% | +7.5% | +4.1% |
| 30D | +1.9% | -10.6% | +12.4% | +7.0% |
| 3M | +4.8% | -3.7% | +8.5% | +6.3% |
| 6M | +19.3% | +10.4% | +8.9% | +10.9% |
| YTD | +30.6% | +23.1% | +7.6% | +10.6% |
| 1Y | +47.9% | +19.9% | +28.0% | +26.2% |
| All | +47.9% | +18.8% | +29.1% | +26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling