+50.0%
BMY vs VGT
+40.8%
+9.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -1.8% |
| 7D | +0.4% | +1.0% | -0.6% | +0.5% |
| 30D | +5.0% | +1.3% | +3.7% | +5.2% |
| 3M | +19.4% | -1.1% | +20.5% | +19.3% |
| 6M | +9.5% | +32.6% | -23.1% | +8.0% |
| YTD | +28.1% | +29.0% | -0.9% | +26.0% |
| 1Y | +50.0% | +39.7% | +10.3% | +43.5% |
| All | +50.0% | +40.8% | +9.2% | +43.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling