+1,975.4%
VGT vs ACWI
+341.2%
+1,634.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +0.5% |
| 7D | -1.6% | +0.3% | -2.0% | -1.8% |
| 30D | -12.5% | -2.8% | -9.7% | -9.6% |
| 3M | -7.7% | -3.2% | -4.5% | -4.2% |
| 6M | -0.2% | +1.3% | -1.5% | -0.7% |
| YTD | +19.3% | +11.2% | +8.0% | +8.0% |
| 1Y | +18.2% | +13.8% | +4.4% | +4.7% |
| 3Y | +109.6% | +76.2% | +33.4% | +21.8% |
| 5Y | +105.5% | +59.5% | +46.0% | +34.6% |
| 10Y | +716.4% | +222.2% | +494.2% | +190.0% |
| All | +1,975.4% | +341.2% | +1,634.2% | +463.5% |
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