+73.1%
BAC vs VGT
+134.3%
-61.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.6% | +0.5% |
| 7D | +0.6% | +1.5% | -0.9% | -0.1% |
| 30D | -1.4% | +0.5% | -1.9% | -1.7% |
| 3M | +15.7% | +5.3% | +10.5% | +12.1% |
| 6M | +32.2% | +32.4% | -0.3% | +13.2% |
| YTD | +15.8% | +28.6% | -12.8% | +0.5% |
| 1Y | +27.3% | +37.6% | -10.4% | +6.2% |
| 3Y | +137.5% | +125.5% | +12.0% | +49.0% |
| 5Y | +73.1% | +135.2% | -62.1% | -0.6% |
| All | +73.1% | +134.3% | -61.2% | -0.6% |
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