+19.9%
VGT vs WWD
+27.2%
-7.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.6% |
| 7D | -6.5% | +7.3% | -13.8% | -7.8% |
| 30D | -10.6% | -2.0% | -8.6% | -10.2% |
| 3M | -3.7% | -12.6% | +8.9% | -1.5% |
| 6M | +10.4% | -8.4% | +18.8% | +11.5% |
| YTD | +23.1% | +8.2% | +14.8% | +22.1% |
| 1Y | +19.9% | +26.5% | -6.6% | +16.3% |
| All | +19.9% | +27.2% | -7.3% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1y: compounded portfolio wealth divided by compounded WWD 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…
1y analysis · Full analysis span regression · 6 months rolling