+113.2%
WDC vs VGT
+18.8%
+94.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.2% | -7.0% | -7.2% |
| 7D | -18.3% | -6.5% | -11.8% | -6.7% |
| 30D | -26.7% | -10.6% | -16.1% | -8.3% |
| 3M | -40.9% | -3.7% | -37.2% | -36.3% |
| 6M | -26.8% | +10.4% | -37.1% | -37.3% |
| YTD | +88.2% | +23.1% | +65.1% | +32.3% |
| 1Y | +113.2% | +19.9% | +93.3% | +59.4% |
| All | +113.2% | +18.8% | +94.4% | +59.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling