+2,144.9%
VGT vs ACWI
+356.8%
+1,788.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +1.0% | +0.5% | +0.5% | +0.5% |
| 30D | +1.3% | +0.9% | +0.4% | +0.4% |
| 3M | -1.1% | +2.4% | -3.5% | -3.1% |
| 6M | +32.6% | +12.4% | +20.3% | +18.3% |
| YTD | +29.0% | +15.2% | +13.8% | +12.3% |
| 1Y | +39.7% | +22.7% | +17.0% | +14.2% |
| 3Y | +120.9% | +75.8% | +45.1% | +28.1% |
| 5Y | +133.6% | +67.7% | +65.8% | +45.0% |
| 10Y | +792.6% | +229.0% | +563.6% | +208.6% |
| All | +2,144.9% | +356.8% | +1,788.1% | +486.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling