+2.5%
WFC vs VGT
+18.8%
-16.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.2% |
| 7D | +4.5% | -6.5% | +11.0% | +5.6% |
| 30D | +7.4% | -10.6% | +17.9% | +9.4% |
| 3M | -0.5% | -3.7% | +3.2% | -0.1% |
| 6M | +11.7% | +10.4% | +1.3% | +5.7% |
| YTD | -4.6% | +23.1% | -27.7% | -15.7% |
| 1Y | +2.5% | +19.9% | -17.4% | -8.2% |
| All | +2.5% | +18.8% | -16.3% | -8.2% |
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