+72.3%
BA vs VGT
+788.0%
-715.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +2.5% | +1.8% | +0.6% | +1.0% |
| 30D | -10.1% | -0.3% | -9.8% | -10.0% |
| 3M | -2.4% | +3.4% | -5.8% | -5.8% |
| 6M | -8.8% | +35.0% | -43.8% | -30.1% |
| YTD | -2.9% | +28.8% | -31.7% | -23.0% |
| 1Y | -8.8% | +38.0% | -46.7% | -32.1% |
| 3Y | -0.3% | +125.8% | -126.0% | -53.8% |
| 5Y | -0.3% | +134.7% | -135.0% | -56.5% |
| 10Y | +72.3% | +792.6% | -720.3% | -74.8% |
| All | +72.3% | +788.0% | -715.6% | -74.8% |
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 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