-30.6%
WDAY vs VGT
+136.3%
-166.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | -0.6% |
| 7D | -5.2% | -0.2% | -5.0% | -5.0% |
| 30D | +5.9% | -0.4% | +6.4% | +6.2% |
| 3M | +42.3% | +4.4% | +37.8% | +35.0% |
| 6M | +34.7% | +32.1% | +2.7% | +3.6% |
| YTD | -13.5% | +28.8% | -42.3% | -32.3% |
| 1Y | -18.1% | +35.3% | -53.4% | -39.0% |
| 3Y | -26.4% | +124.8% | -151.1% | -68.0% |
| All | -30.6% | +136.3% | -166.9% | -72.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling