+1,267.7%
VGT vs KWEB
+20.3%
+1,247.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.3% | -0.6% |
| 7D | -1.0% | -4.3% | +3.3% | +0.3% |
| 30D | -0.4% | -13.0% | +12.5% | +3.7% |
| 3M | +6.6% | -7.6% | +14.2% | +8.9% |
| 6M | +31.0% | -21.1% | +52.2% | +40.2% |
| YTD | +27.2% | -28.2% | +55.5% | +39.9% |
| 1Y | +34.5% | -34.9% | +69.3% | +52.1% |
| 3Y | +123.1% | -0.8% | +123.9% | +114.6% |
| 5Y | +135.1% | -43.6% | +178.6% | +155.2% |
| 10Y | +803.4% | -21.7% | +825.1% | +712.1% |
| All | +1,267.7% | +20.3% | +1,247.4% | +946.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling