+104.6%
VGT vs WM
+61.9%
+42.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.7% |
| 7D | +2.5% | +3.2% | -0.7% | +2.1% |
| 30D | -9.5% | +13.0% | -22.5% | -11.1% |
| 3M | -9.5% | +9.2% | -18.7% | -10.6% |
| 6M | -1.8% | +13.6% | -15.4% | -4.4% |
| YTD | +18.4% | +12.4% | +6.0% | +14.9% |
| 1Y | +18.7% | +21.2% | -2.5% | +12.4% |
| 3Y | +103.8% | +48.7% | +55.1% | +71.9% |
| All | +104.6% | +61.9% | +42.8% | +60.8% |
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