+788.7%
VGT vs SW
+147.8%
+641.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -0.9% | +0.2% |
| 7D | +1.0% | -5.1% | +6.1% | +1.6% |
| 30D | +1.3% | -4.6% | +5.9% | +1.8% |
| 3M | -1.1% | +9.4% | -10.5% | -2.5% |
| 6M | +32.6% | +3.5% | +29.1% | +31.4% |
| YTD | +29.0% | +22.0% | +7.0% | +25.0% |
| 1Y | +39.7% | +2.2% | +37.5% | +37.9% |
| 3Y | +120.9% | +19.6% | +101.3% | +112.4% |
| 5Y | +133.6% | -2.3% | +135.9% | +123.2% |
| All | +788.7% | +147.8% | +641.0% | +675.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling