+1,911.0%
VGT vs ACWI
+330.0%
+1,581.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -7.2% | -2.4% | -4.9% | -4.8% |
| 30D | -16.1% | -5.2% | -10.9% | -11.1% |
| 3M | -9.2% | -4.8% | -4.3% | -4.0% |
| 6M | -0.7% | -1.3% | +0.6% | +1.5% |
| YTD | +15.6% | +8.4% | +7.2% | +7.5% |
| 1Y | +14.4% | +11.0% | +3.3% | +3.9% |
| 3Y | +105.2% | +70.6% | +34.7% | +23.3% |
| 5Y | +100.0% | +55.3% | +44.7% | +34.7% |
| 10Y | +712.1% | +223.2% | +488.9% | +189.0% |
| All | +1,911.0% | +330.0% | +1,581.1% | +460.8% |
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