+1,683.3%
BE vs VGT
+123.6%
+1,559.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.7% | -2.7% |
| 7D | +23.9% | +1.5% | +22.5% | +21.3% |
| 30D | +27.8% | +0.5% | +27.3% | +27.2% |
| 3M | +3.7% | +5.3% | -1.5% | -0.1% |
| 6M | +78.0% | +32.4% | +45.5% | +24.7% |
| YTD | +209.9% | +28.6% | +181.3% | +129.4% |
| 1Y | +389.6% | +37.6% | +352.0% | +250.5% |
| All | +1,683.3% | +123.6% | +1,559.7% | +612.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling