+122.1%
VGT vs WCC
+121.8%
+0.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.2% | +2.2% | 0.0% |
| 7D | -1.0% | +1.7% | -2.7% | -1.6% |
| 30D | -0.4% | -6.1% | +5.6% | +1.3% |
| 3M | +6.6% | +3.1% | +3.5% | +5.1% |
| 6M | +31.0% | +28.2% | +2.8% | +20.2% |
| YTD | +27.2% | +41.1% | -13.8% | +12.9% |
| 1Y | +34.5% | +61.3% | -26.8% | +13.9% |
| All | +122.1% | +121.8% | +0.3% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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