+71.2%
BKR vs VGT
+123.9%
-52.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -1.1% |
| 7D | -7.0% | -0.2% | -6.8% | -6.9% |
| 30D | -8.1% | -0.4% | -7.7% | -8.0% |
| 3M | -6.6% | +4.4% | -11.1% | -8.9% |
| 6M | +0.9% | +32.1% | -31.2% | -12.5% |
| YTD | +31.1% | +28.8% | +2.3% | +14.9% |
| 1Y | +27.7% | +35.3% | -7.6% | +8.8% |
| 3Y | +71.2% | +124.8% | -53.5% | +22.7% |
| All | +71.2% | +123.9% | -52.7% | +22.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling