+135.1%
VGT vs BB
-29.9%
+165.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.4% |
| 7D | -1.0% | -2.1% | +1.0% | -0.6% |
| 30D | -0.4% | -16.0% | +15.6% | +3.4% |
| 3M | +6.6% | -14.5% | +21.1% | +8.9% |
| 6M | +31.0% | +118.6% | -87.5% | +6.1% |
| YTD | +27.2% | +98.9% | -71.7% | +5.3% |
| 1Y | +34.5% | +99.5% | -65.0% | +10.2% |
| 3Y | +123.1% | +65.4% | +57.8% | +80.3% |
| 5Y | +135.1% | -27.6% | +162.7% | +123.0% |
| All | +135.1% | -29.9% | +165.0% | +123.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling