+2,105.6%
WMB vs VGT
+2,283.9%
-178.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.1% |
| 7D | +0.6% | +1.0% | -0.4% | -0.3% |
| 30D | +3.3% | +1.3% | +2.0% | +1.9% |
| 3M | +3.1% | -1.1% | +4.3% | +2.3% |
| 6M | -0.7% | +32.6% | -33.3% | -23.2% |
| YTD | +25.2% | +29.0% | -3.8% | -1.6% |
| 1Y | +32.9% | +39.7% | -6.8% | -3.0% |
| 3Y | +140.6% | +120.9% | +19.6% | +11.9% |
| 5Y | +273.5% | +133.6% | +139.9% | +52.3% |
| 10Y | +334.2% | +792.6% | -458.4% | -62.6% |
| All | +2,105.6% | +2,283.9% | -178.3% | -37.3% |
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