-51.4%
VG vs BBY
+27.0%
-78.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -22.0% | +4.2% | -26.2% | -22.4% |
| 30D | -11.6% | +17.8% | -29.4% | -13.5% |
| 3M | -14.9% | +25.8% | -40.7% | -17.8% |
| 6M | -3.5% | +73.8% | -77.4% | -14.8% |
| YTD | +70.0% | +54.7% | +15.2% | +54.2% |
| 1Y | +50.0% | +33.4% | +16.6% | +43.8% |
| All | -51.4% | +27.0% | -78.4% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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