+2,218.1%
VGT vs WU
-22.3%
+2,240.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.7% | +0.2% |
| 7D | +1.5% | -4.9% | +6.4% | +3.4% |
| 30D | +0.5% | -1.3% | +1.8% | +0.9% |
| 3M | +5.3% | -3.6% | +8.8% | +4.8% |
| 6M | +32.4% | -24.3% | +56.8% | +44.1% |
| YTD | +28.6% | -21.1% | +49.7% | +37.2% |
| 1Y | +37.6% | -10.3% | +48.0% | +38.4% |
| 3Y | +125.5% | -28.4% | +153.9% | +141.3% |
| 5Y | +135.2% | -51.2% | +186.4% | +187.1% |
| 10Y | +812.9% | -39.6% | +852.5% | +885.7% |
| All | +2,218.1% | -22.3% | +2,240.4% | +1,924.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling