+135.9%
WMT vs VGT
+136.3%
-0.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +1.2% |
| 7D | 0.0% | -0.2% | +0.2% | 0.0% |
| 30D | -7.4% | -0.4% | -7.0% | -7.4% |
| 3M | -10.9% | +4.4% | -15.3% | -11.7% |
| 6M | -12.7% | +32.1% | -44.7% | -17.7% |
| YTD | -3.2% | +28.8% | -32.0% | -8.5% |
| 1Y | +5.3% | +35.3% | -30.1% | -1.9% |
| 3Y | +101.9% | +124.8% | -22.9% | +64.3% |
| All | +135.9% | +136.3% | -0.4% | +78.8% |
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