+911.5%
BE vs VGT
+443.2%
+468.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.3% | +7.0% | +6.9% |
| 7D | +20.0% | +1.0% | +19.0% | +18.3% |
| 30D | +7.9% | +1.3% | +6.6% | +6.1% |
| 3M | -13.2% | -1.1% | -12.1% | -8.2% |
| 6M | +53.5% | +32.6% | +20.8% | +9.2% |
| YTD | +191.0% | +29.0% | +162.0% | +117.4% |
| 1Y | +360.5% | +39.7% | +320.8% | +222.7% |
| 3Y | +1,568.0% | +120.9% | +1,447.1% | +524.2% |
| 5Y | +1,055.2% | +133.6% | +921.6% | +320.6% |
| All | +911.5% | +443.2% | +468.3% | +52.9% |
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 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