+137.9%
VGT vs WAB
+221.8%
-83.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.2% | +0.6% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -0.4% | -4.1% | +3.6% | +1.8% |
| 3M | +4.4% | +8.2% | -3.7% | -0.9% |
| 6M | +32.1% | +15.4% | +16.7% | +20.0% |
| YTD | +28.8% | +33.1% | -4.4% | +7.0% |
| 1Y | +35.3% | +48.1% | -12.7% | +5.1% |
| 3Y | +124.8% | +167.7% | -43.0% | +20.5% |
| All | +137.9% | +221.8% | -83.8% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 5y: compounded portfolio wealth divided by compounded WAB 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…
5y analysis · Full analysis span regression · 6 months rolling