+133.8%
VGT vs ACWI
+67.7%
+66.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +1.0% | +0.5% | +0.5% | +0.3% |
| 30D | +1.3% | +0.9% | +0.4% | +0.1% |
| 3M | -1.1% | +2.4% | -3.5% | -4.0% |
| 6M | +32.6% | +12.4% | +20.3% | +12.9% |
| YTD | +29.0% | +15.2% | +13.8% | +6.1% |
| 1Y | +39.7% | +22.7% | +17.0% | +5.2% |
| 3Y | +120.9% | +75.8% | +45.1% | +2.2% |
| All | +133.8% | +67.7% | +66.1% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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