+910.3%
XBI vs VGT
+2,188.4%
-1,278.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -0.7% |
| 7D | -4.6% | -1.0% | -3.6% | -3.8% |
| 30D | -0.8% | -0.4% | -0.3% | -0.6% |
| 3M | +21.8% | +6.6% | +15.2% | +14.5% |
| 6M | +23.2% | +31.0% | -7.9% | -3.2% |
| YTD | +28.7% | +27.2% | +1.5% | +3.3% |
| 1Y | +67.8% | +34.5% | +33.3% | +27.9% |
| 3Y | +100.6% | +123.1% | -22.5% | -4.7% |
| 5Y | +19.8% | +135.1% | -115.3% | -46.0% |
| 10Y | +159.7% | +803.4% | -643.6% | -64.8% |
| All | +910.3% | +2,188.4% | -1,278.1% | -37.7% |
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 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