+103.8%
VGT vs BAX
-18.0%
+121.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.7% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | -9.5% | +4.1% | -13.6% | -10.0% |
| 3M | -9.5% | -4.5% | -4.9% | -9.0% |
| 6M | -1.8% | +49.2% | -51.0% | -7.6% |
| YTD | +18.4% | +35.2% | -16.9% | +12.2% |
| 1Y | +18.7% | +38.3% | -19.5% | +12.0% |
| 3Y | +103.8% | -19.0% | +122.8% | +106.2% |
| All | +103.8% | -18.0% | +121.8% | +106.2% |
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