+135.1%
VGT vs WU
-51.6%
+186.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.9% |
| 7D | -1.0% | -5.0% | +3.9% | +0.1% |
| 30D | -0.4% | -2.3% | +1.8% | 0.0% |
| 3M | +6.6% | -3.2% | +9.8% | +5.9% |
| 6M | +31.0% | -25.0% | +56.1% | +38.9% |
| YTD | +27.2% | -21.7% | +48.9% | +33.0% |
| 1Y | +34.5% | -9.0% | +43.4% | +33.9% |
| 3Y | +123.1% | -28.9% | +152.0% | +133.5% |
| 5Y | +135.1% | -51.0% | +186.1% | +169.8% |
| All | +135.1% | -51.6% | +186.7% | +169.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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