+2,267.4%
VGT vs WAT
+977.3%
+1,290.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.7% |
| 7D | +1.0% | -1.3% | +2.3% | +1.5% |
| 30D | +1.3% | +2.3% | -1.1% | +0.3% |
| 3M | -1.1% | +8.7% | -9.9% | -4.5% |
| 6M | +32.6% | +28.3% | +4.3% | +19.0% |
| YTD | +29.0% | +7.8% | +21.2% | +22.9% |
| 1Y | +39.7% | +36.6% | +3.1% | +20.4% |
| 3Y | +120.9% | +45.7% | +75.2% | +76.7% |
| 5Y | +133.6% | -3.3% | +136.9% | +117.6% |
| 10Y | +792.6% | +162.1% | +630.5% | +437.3% |
| All | +2,267.4% | +977.3% | +1,290.1% | +730.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling