+20.7%
BMY vs VGT
+121.2%
-100.5%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -1.0% |
| 7D | -6.4% | -1.0% | -5.3% | -6.4% |
| 30D | +0.2% | -0.4% | +0.7% | +0.2% |
| 3M | +16.0% | +6.6% | +9.3% | +15.9% |
| 6M | +8.3% | +31.0% | -22.7% | +7.4% |
| YTD | +22.2% | +27.2% | -5.1% | +21.2% |
| 1Y | +41.7% | +34.5% | +7.2% | +40.2% |
| All | +20.7% | +121.2% | -100.5% | +7.4% |
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