+126.5%
VGT vs WM
+46.8%
+79.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.6% | +0.2% |
| 7D | +1.0% | -0.3% | +1.3% | +1.0% |
| 30D | +1.3% | -2.4% | +3.7% | +1.1% |
| 3M | -1.1% | +0.4% | -1.6% | -1.4% |
| 6M | +32.6% | -9.5% | +42.1% | +33.1% |
| YTD | +29.0% | +0.5% | +28.5% | +28.4% |
| 1Y | +39.7% | -1.1% | +40.8% | +39.7% |
| All | +126.5% | +46.8% | +79.7% | +128.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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