+81.8%
XLI vs VGT
+136.3%
-54.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.5% |
| 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% | -3.8% |
| 6M | +2.2% | +32.1% | -29.8% | -11.7% |
| YTD | +11.7% | +28.8% | -17.1% | -2.5% |
| 1Y | +14.3% | +35.3% | -21.1% | -3.0% |
| 3Y | +70.3% | +124.8% | -54.4% | +9.4% |
| All | +81.8% | +136.3% | -54.5% | +8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling