+668.0%
BE vs VGT
+398.6%
+269.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.7% | -3.2% | -2.4% |
| 7D | +10.8% | +2.5% | +8.4% | +7.8% |
| 30D | -19.8% | -9.5% | -10.3% | -4.4% |
| 3M | -18.7% | -9.5% | -9.2% | -2.2% |
| 6M | -33.7% | -1.8% | -32.0% | -26.1% |
| YTD | +121.0% | +18.4% | +102.6% | +94.3% |
| 1Y | +85.4% | +18.7% | +66.7% | +65.5% |
| 3Y | +1,709.5% | +103.8% | +1,605.7% | +693.9% |
| 5Y | +462.2% | +104.4% | +357.8% | +155.9% |
| All | +668.0% | +398.6% | +269.4% | +36.7% |
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