+39.7%
VGT vs SW
+1.0%
+38.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -0.9% | +0.1% |
| 7D | +1.0% | -5.1% | +6.1% | +1.8% |
| 30D | +1.3% | -4.6% | +5.9% | +1.9% |
| 3M | -1.1% | +9.4% | -10.5% | -2.9% |
| 6M | +32.6% | +3.5% | +29.1% | +29.7% |
| YTD | +29.0% | +22.0% | +7.0% | +24.3% |
| 1Y | +39.7% | +2.2% | +37.5% | +36.9% |
| All | +39.7% | +1.0% | +38.7% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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