+4,686.1%
WDC vs VGT
+2,088.1%
+2,598.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.7% | -3.3% | -2.9% |
| 7D | +12.1% | +2.5% | +9.6% | +9.2% |
| 30D | -18.8% | -9.5% | -9.3% | -6.1% |
| 3M | -39.3% | -9.5% | -29.8% | -29.9% |
| 6M | -40.1% | -1.8% | -38.4% | -35.5% |
| YTD | +71.8% | +18.4% | +53.4% | +50.5% |
| 1Y | +88.5% | +18.7% | +69.7% | +65.6% |
| 3Y | +770.0% | +103.8% | +666.2% | +308.3% |
| 5Y | +549.0% | +104.4% | +444.7% | +196.8% |
| 10Y | +650.3% | +716.9% | -66.6% | -39.2% |
| All | +4,686.1% | +2,088.1% | +2,598.0% | +28.9% |
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