+134.7%
VGT vs WM
+53.3%
+81.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | +1.8% | -0.9% | +2.7% | +2.0% |
| 30D | -0.3% | -4.3% | +4.0% | +0.4% |
| 3M | +3.4% | +0.8% | +2.6% | +2.5% |
| 6M | +35.0% | -10.8% | +45.7% | +38.0% |
| YTD | +28.8% | -0.1% | +28.8% | +27.1% |
| 1Y | +38.0% | +1.0% | +37.0% | +35.5% |
| 3Y | +125.8% | +45.1% | +80.7% | +85.0% |
| 5Y | +134.7% | +52.1% | +82.6% | +81.0% |
| All | +134.7% | +53.3% | +81.4% | +81.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling