+19.9%
VGT vs KWEB
-34.1%
+54.0%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.2% | -1.3% |
| 7D | -6.5% | +5.8% | -12.3% | -8.4% |
| 30D | -10.6% | -1.0% | -9.6% | -10.2% |
| 3M | -3.7% | -15.8% | +12.1% | +2.6% |
| 6M | +10.4% | -14.9% | +25.3% | +16.8% |
| YTD | +23.1% | -28.6% | +51.6% | +39.8% |
| 1Y | +19.9% | -33.9% | +53.8% | +43.1% |
| All | +19.9% | -34.1% | +54.0% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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