+99.4%
XBI vs VGT
+123.9%
-24.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -1.0% |
| 7D | -4.6% | -0.2% | -4.5% | -4.6% |
| 30D | -2.0% | -0.4% | -1.6% | -1.9% |
| 3M | +17.8% | +4.4% | +13.4% | +14.5% |
| 6M | +23.7% | +32.1% | -8.3% | +4.6% |
| YTD | +28.2% | +28.8% | -0.5% | +9.7% |
| 1Y | +64.0% | +35.3% | +28.6% | +36.0% |
| 3Y | +99.4% | +124.8% | -25.4% | +17.0% |
| All | +99.4% | +123.9% | -24.5% | +17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling