+2,235.4%
VGT vs WTW
+431.5%
+1,803.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.3% |
| 7D | -1.0% | -7.8% | +6.8% | +2.1% |
| 30D | -0.4% | -7.9% | +7.4% | +2.6% |
| 3M | +6.6% | +19.9% | -13.3% | -1.7% |
| 6M | +31.0% | +9.8% | +21.2% | +24.1% |
| YTD | +27.2% | -3.3% | +30.6% | +25.8% |
| 1Y | +34.5% | -3.3% | +37.7% | +32.4% |
| 3Y | +123.1% | +61.5% | +61.6% | +71.8% |
| 5Y | +135.1% | +42.6% | +92.5% | +90.6% |
| 10Y | +803.4% | +197.1% | +606.3% | +426.8% |
| All | +2,235.4% | +431.5% | +1,803.9% | +902.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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