+253.9%
XLI vs VGT
+820.0%
-566.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.4% |
| 7D | -1.7% | -0.2% | -1.5% | -1.6% |
| 30D | -7.3% | -0.4% | -6.8% | -7.1% |
| 3M | -1.3% | +4.4% | -5.8% | -4.3% |
| 6M | +2.2% | +32.1% | -29.8% | -14.1% |
| YTD | +11.7% | +28.8% | -17.1% | -5.0% |
| 1Y | +14.3% | +35.3% | -21.1% | -5.9% |
| 3Y | +70.3% | +124.8% | -54.4% | +0.3% |
| 5Y | +82.3% | +137.9% | -55.6% | +0.7% |
| All | +253.9% | +820.0% | -566.1% | -19.5% |
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