+882.6%
XLI vs VGT
+2,279.6%
-1,396.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +1.0% | +1.8% | -0.9% | -0.3% |
| 30D | -5.8% | -0.3% | -5.5% | -5.7% |
| 3M | +0.7% | +3.4% | -2.7% | -2.3% |
| 6M | +3.2% | +35.0% | -31.8% | -17.7% |
| YTD | +13.0% | +28.8% | -15.7% | -7.1% |
| 1Y | +16.8% | +38.0% | -21.2% | -9.0% |
| 3Y | +72.4% | +125.8% | -53.4% | -9.3% |
| 5Y | +82.8% | +134.7% | -52.0% | -10.1% |
| 10Y | +252.4% | +792.6% | -540.2% | -44.6% |
| All | +882.6% | +2,279.6% | -1,396.9% | -34.8% |
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