+293.4%
WBD vs VGT
+2,447.0%
-2,153.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | -1.7% | +1.5% | -3.2% | -2.8% |
| 30D | +3.9% | +0.5% | +3.3% | +3.3% |
| 3M | +5.1% | +5.3% | -0.2% | -0.2% |
| 6M | +0.6% | +32.4% | -31.9% | -20.8% |
| YTD | -3.2% | +28.6% | -31.7% | -22.3% |
| 1Y | +127.7% | +37.6% | +90.0% | +72.5% |
| 3Y | +146.6% | +125.5% | +21.1% | +25.9% |
| 5Y | +4.2% | +135.2% | -131.0% | -48.9% |
| 10Y | +13.7% | +812.9% | -799.2% | -83.8% |
| All | +293.4% | +2,447.0% | -2,153.6% | -78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 VGT 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