+302.1%
WDAY vs VGT
+1,459.5%
-1,157.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.3% | -5.7% | -5.7% |
| 7D | -4.4% | +1.0% | -5.4% | -5.3% |
| 30D | +14.7% | +1.3% | +13.4% | +13.2% |
| 3M | +32.4% | -1.1% | +33.5% | +29.8% |
| 6M | +36.9% | +32.6% | +4.3% | -1.1% |
| YTD | -8.8% | +29.0% | -37.8% | -32.5% |
| 1Y | -15.3% | +39.7% | -55.0% | -42.7% |
| 3Y | -21.2% | +120.9% | -142.1% | -68.8% |
| 5Y | -29.5% | +133.6% | -163.1% | -73.7% |
| 10Y | +120.0% | +792.6% | -672.5% | -83.4% |
| All | +302.1% | +1,459.5% | -1,157.4% | -80.5% |
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