+200.8%
WMB vs VGT
+103.7%
+97.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | 0.0% |
| 7D | +7.8% | +2.5% | +5.4% | +7.1% |
| 30D | -5.1% | -9.5% | +4.4% | -2.5% |
| 3M | -4.7% | -9.5% | +4.8% | -2.2% |
| 6M | -7.4% | -1.8% | -5.6% | -7.5% |
| YTD | +17.5% | +18.4% | -0.9% | +10.6% |
| 1Y | +19.5% | +18.7% | +0.7% | +12.3% |
| 3Y | +121.3% | +103.8% | +17.5% | +73.5% |
| All | +200.8% | +103.7% | +97.2% | +123.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling