+1,218.2%
BE vs VGT
+131.4%
+1,086.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -2.4% |
| 7D | +9.7% | -1.0% | +10.8% | +11.6% |
| 30D | +22.4% | -0.4% | +22.8% | +23.6% |
| 3M | +10.4% | +6.6% | +3.7% | +4.5% |
| 6M | +67.9% | +31.0% | +36.8% | +19.4% |
| YTD | +197.5% | +27.2% | +170.2% | +124.2% |
| 1Y | +310.6% | +34.5% | +276.1% | +200.1% |
| 3Y | +1,657.2% | +123.1% | +1,534.1% | +542.9% |
| 5Y | +1,218.2% | +135.1% | +1,083.1% | +377.9% |
| All | +1,218.2% | +131.4% | +1,086.7% | +377.9% |
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 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