-0.9%
BA vs VGT
+133.3%
-134.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.6% |
| 7D | +1.2% | +1.0% | +0.2% | +0.5% |
| 30D | -11.6% | +1.3% | -12.9% | -12.5% |
| 3M | -2.4% | -1.1% | -1.2% | -2.3% |
| 6M | -6.6% | +32.6% | -39.3% | -23.7% |
| YTD | -2.2% | +29.0% | -31.2% | -18.9% |
| 1Y | -8.0% | +39.7% | -47.7% | -28.0% |
| 3Y | -5.0% | +120.9% | -125.9% | -48.0% |
| All | -0.9% | +133.3% | -134.2% | -48.6% |
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