+105.2%
VGT vs SW
+39.0%
+66.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.5% |
| 7D | -7.2% | +2.3% | -9.5% | -7.6% |
| 30D | -16.1% | +6.8% | -22.9% | -17.3% |
| 3M | -9.2% | -5.2% | -4.0% | -8.4% |
| 6M | -0.7% | +7.4% | -8.1% | -2.9% |
| YTD | +15.6% | +17.4% | -1.8% | +10.0% |
| 1Y | +14.4% | +27.1% | -12.7% | +6.9% |
| 3Y | +105.2% | +47.9% | +57.4% | +99.1% |
| All | +105.2% | +39.0% | +66.2% | +99.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling