+2,267.4%
VGT vs WCC
+3,415.0%
-1,147.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.9% | -3.5% | -0.8% |
| 7D | +1.0% | +4.5% | -3.5% | -0.4% |
| 30D | +1.3% | -5.8% | +7.1% | +3.0% |
| 3M | -1.1% | -3.7% | +2.5% | -0.4% |
| 6M | +32.6% | +23.1% | +9.6% | +23.2% |
| YTD | +29.0% | +44.2% | -15.2% | +13.8% |
| 1Y | +39.7% | +62.1% | -22.4% | +18.4% |
| 3Y | +120.9% | +121.1% | -0.2% | +62.9% |
| 5Y | +133.6% | +214.0% | -80.4% | +49.2% |
| 10Y | +792.6% | +472.8% | +319.8% | +320.7% |
| All | +2,267.4% | +3,415.0% | -1,147.6% | +581.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling