+137.9%
VGT vs WWD
+184.1%
-46.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.1% | +0.7% |
| 7D | -0.2% | -2.6% | +2.4% | +0.8% |
| 30D | -0.4% | -6.9% | +6.5% | +2.2% |
| 3M | +4.4% | -13.0% | +17.5% | +9.3% |
| 6M | +32.1% | -12.5% | +44.5% | +36.8% |
| YTD | +28.8% | +11.8% | +16.9% | +19.7% |
| 1Y | +35.3% | +41.1% | -5.7% | +12.7% |
| 3Y | +124.8% | +163.1% | -38.3% | +37.9% |
| All | +137.9% | +184.1% | -46.2% | +33.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling