+34.5%
VGT vs W
+13.1%
+21.4%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.6% | -0.7% |
| 7D | -1.0% | +0.5% | -1.5% | -1.1% |
| 30D | -0.4% | -5.6% | +5.1% | +0.3% |
| 3M | +6.6% | +41.9% | -35.3% | -0.3% |
| 6M | +31.0% | +30.2% | +0.8% | +23.5% |
| YTD | +27.2% | -2.9% | +30.2% | +23.8% |
| 1Y | +34.5% | +11.6% | +22.9% | +27.5% |
| All | +34.5% | +13.1% | +21.4% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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