+809.3%
WMT vs VGT
+2,276.4%
-1,467.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -0.2% | +1.5% | -1.7% | -0.7% |
| 30D | -5.8% | +0.5% | -6.4% | -6.1% |
| 3M | -10.8% | +5.3% | -16.0% | -12.8% |
| 6M | -14.3% | +32.4% | -46.8% | -23.3% |
| YTD | -4.4% | +28.6% | -33.0% | -13.7% |
| 1Y | +4.3% | +37.6% | -33.3% | -8.6% |
| 3Y | +100.1% | +125.5% | -25.4% | +42.7% |
| 5Y | +130.8% | +135.2% | -4.4% | +57.7% |
| 10Y | +433.7% | +812.9% | -379.2% | +99.1% |
| All | +809.3% | +2,276.4% | -1,467.2% | +110.4% |
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