+19.9%
VGT vs HWM
+5.4%
+14.5%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.3% | +4.5% | +1.0% |
| 7D | -6.5% | +9.4% | -15.9% | -8.1% |
| 30D | -10.6% | -7.0% | -3.6% | -9.3% |
| 3M | -3.7% | -25.9% | +22.1% | +2.4% |
| 6M | +10.4% | -10.8% | +21.2% | +11.7% |
| YTD | +23.1% | +4.3% | +18.7% | +16.4% |
| 1Y | +19.9% | +4.4% | +15.5% | +14.5% |
| All | +19.9% | +5.4% | +14.5% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 1y: compounded portfolio wealth divided by compounded HWM 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…
1y analysis · Full analysis span regression · 6 months rolling