+281.4%
WMB vs VGT
+716.3%
-434.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | +0.3% |
| 7D | +7.8% | +2.5% | +5.4% | +6.6% |
| 30D | -5.1% | -9.5% | +4.4% | -0.9% |
| 3M | -4.7% | -9.5% | +4.8% | -0.6% |
| 6M | -7.4% | -1.8% | -5.6% | -7.8% |
| YTD | +17.5% | +18.4% | -0.9% | +6.3% |
| 1Y | +19.5% | +18.7% | +0.7% | +7.9% |
| 3Y | +121.3% | +103.8% | +17.5% | +47.7% |
| 5Y | +200.5% | +104.4% | +96.2% | +94.8% |
| All | +281.4% | +716.3% | -434.9% | +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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling