+124.8%
VGT vs BAX
-35.4%
+160.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.8% | +1.4% |
| 7D | -0.2% | -7.9% | +7.7% | +0.8% |
| 30D | -0.4% | -11.7% | +11.2% | +1.1% |
| 3M | +4.4% | +16.2% | -11.8% | +2.1% |
| 6M | +32.1% | +32.0% | +0.1% | +26.4% |
| YTD | +28.8% | +24.7% | +4.1% | +23.7% |
| 1Y | +35.3% | -2.6% | +38.0% | +34.5% |
| 3Y | +124.8% | -35.0% | +159.7% | +133.5% |
| All | +124.8% | -35.4% | +160.1% | +133.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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