+800.0%
VGT price history and return analytics
+229.8%
+570.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | 0.0% |
| 7D | -0.2% | -1.1% | +0.9% | +1.3% |
| 30D | -0.4% | -1.0% | +0.5% | +0.9% |
| 3M | +4.4% | +3.2% | +1.3% | +0.7% |
| 6M | +32.1% | +12.5% | +19.6% | +14.2% |
| YTD | +28.8% | +14.1% | +14.7% | +9.5% |
| 1Y | +35.3% | +18.9% | +16.4% | +9.3% |
| 3Y | +124.8% | +74.1% | +50.7% | +14.2% |
| 5Y | +137.9% | +66.9% | +71.1% | +29.7% |
| All | +800.0% | +229.8% | +570.2% | +137.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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