+532.2%
BE vs VGT
+103.7%
+428.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.7% | -3.2% | -2.3% |
| 7D | +10.8% | +2.5% | +8.4% | +7.6% |
| 30D | -19.8% | -9.5% | -10.3% | -3.7% |
| 3M | -18.7% | -9.5% | -9.2% | -1.4% |
| 6M | -33.7% | -1.8% | -32.0% | -25.8% |
| YTD | +121.0% | +18.4% | +102.6% | +93.7% |
| 1Y | +85.4% | +18.7% | +66.7% | +65.0% |
| 3Y | +1,709.5% | +103.8% | +1,605.7% | +701.4% |
| All | +532.2% | +103.7% | +428.5% | +188.1% |
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