+366.0%
WDC vs VGT
+35.2%
+330.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.2% | -4.2% | -5.3% |
| 7D | -4.3% | -0.2% | -4.1% | -4.1% |
| 30D | -1.5% | -0.4% | -1.1% | -0.7% |
| 3M | -15.5% | +4.4% | -19.9% | -20.4% |
| 6M | +66.5% | +32.1% | +34.4% | +1.9% |
| YTD | +159.9% | +28.8% | +131.1% | +68.9% |
| 1Y | +366.0% | +35.3% | +330.6% | +166.6% |
| All | +366.0% | +35.2% | +330.8% | +166.6% |
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