+104.6%
VGT vs WAT
+28.6%
+76.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | +2.5% | +0.6% | +1.9% | +2.3% |
| 30D | -9.5% | +5.4% | -14.9% | -10.9% |
| 3M | -9.5% | +11.3% | -20.8% | -12.6% |
| 6M | -1.8% | +37.4% | -39.2% | -11.4% |
| YTD | +18.4% | +21.2% | -2.8% | +9.9% |
| 1Y | +18.7% | +21.3% | -2.6% | +10.1% |
| 3Y | +103.8% | +83.4% | +20.4% | +51.0% |
| All | +104.6% | +28.6% | +76.0% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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