+122.1%
VGT vs WWD
+164.0%
-41.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.4% | -0.6% |
| 7D | -1.0% | -2.9% | +1.8% | -0.1% |
| 30D | -0.4% | -6.6% | +6.1% | +1.7% |
| 3M | +6.6% | -9.3% | +15.9% | +9.3% |
| 6M | +31.0% | -13.6% | +44.6% | +35.6% |
| YTD | +27.2% | +10.4% | +16.9% | +19.6% |
| 1Y | +34.5% | +39.9% | -5.4% | +13.6% |
| All | +122.1% | +164.0% | -41.9% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling