-7.9%
BKNG vs VG
-35.7%
+27.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.8% | -7.6% | -3.8% |
| 7D | -13.1% | +3.8% | -16.9% | -13.1% |
| 30D | -18.5% | +7.2% | -25.8% | -18.5% |
| 3M | +5.8% | +22.8% | -17.0% | +5.4% |
| 6M | -2.1% | +33.2% | -35.3% | -3.8% |
| YTD | -18.6% | +124.8% | -143.5% | -23.1% |
| 1Y | -21.7% | +15.8% | -37.5% | -22.1% |
| All | -7.9% | -35.7% | +27.8% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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