+3,938.1%
SHW vs VGT
+2,283.9%
+1,654.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.2% |
| 7D | -3.2% | +1.0% | -4.2% | -3.8% |
| 30D | -9.5% | +1.3% | -10.8% | -10.3% |
| 3M | +11.5% | -1.1% | +12.6% | +11.0% |
| 6M | -3.5% | +32.6% | -36.2% | -20.4% |
| YTD | +3.7% | +29.0% | -25.3% | -13.3% |
| 1Y | -7.9% | +39.7% | -47.6% | -27.2% |
| 3Y | +24.7% | +120.9% | -96.2% | -29.3% |
| 5Y | +13.6% | +133.6% | -120.0% | -39.7% |
| 10Y | +283.0% | +792.6% | -509.6% | -22.4% |
| All | +3,938.1% | +2,283.9% | +1,654.2% | +299.7% |
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