+2,020.8%
VGT vs WM
+1,437.7%
+583.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.1% | +3.4% | +2.4% |
| 7D | -7.2% | +1.2% | -8.4% | -7.9% |
| 30D | -16.1% | +13.1% | -29.2% | -21.7% |
| 3M | -9.2% | +3.6% | -12.8% | -11.5% |
| 6M | -0.7% | +8.1% | -8.8% | -6.6% |
| YTD | +15.6% | +8.9% | +6.6% | +7.5% |
| 1Y | +14.4% | +20.3% | -6.0% | +0.5% |
| 3Y | +105.2% | +46.2% | +59.1% | +57.2% |
| 5Y | +100.0% | +59.9% | +40.1% | +43.5% |
| 10Y | +712.1% | +345.6% | +366.5% | +217.2% |
| All | +2,020.8% | +1,437.7% | +583.1% | +314.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling