+503.1%
BA vs VGT
+2,075.1%
-1,572.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +1.6% |
| 7D | 0.0% | -4.1% | +4.2% | +3.2% |
| 30D | -8.9% | -13.6% | +4.7% | +1.7% |
| 3M | -25.5% | -8.0% | -17.5% | -21.3% |
| 6M | -27.0% | -1.5% | -25.5% | -27.9% |
| YTD | -20.1% | +17.7% | -37.8% | -32.5% |
| 1Y | -11.0% | +13.8% | -24.8% | -22.7% |
| 3Y | -11.8% | +101.6% | -113.4% | -54.6% |
| 5Y | -20.6% | +106.7% | -127.3% | -60.9% |
| 10Y | +26.6% | +717.0% | -690.4% | -80.5% |
| All | +503.1% | +2,075.1% | -1,572.0% | -60.7% |
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