+298.4%
WMB vs VGT
+820.0%
-521.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.2% |
| 7D | -1.0% | -0.2% | -0.9% | -1.0% |
| 30D | -0.4% | -0.4% | 0.0% | -0.3% |
| 3M | +3.2% | +4.4% | -1.2% | +0.6% |
| 6M | +0.1% | +32.1% | -32.0% | -13.4% |
| YTD | +23.9% | +28.8% | -4.9% | +8.1% |
| 1Y | +27.6% | +35.3% | -7.7% | +8.2% |
| 3Y | +141.9% | +124.8% | +17.2% | +54.1% |
| 5Y | +273.8% | +137.9% | +135.9% | +122.5% |
| All | +298.4% | +820.0% | -521.6% | -0.5% |
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