+124.4%
VGT vs BBWI
-47.8%
+172.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.3% | +6.2% | +0.8% |
| 7D | +1.5% | -4.4% | +5.9% | +2.1% |
| 30D | +0.5% | -7.4% | +7.9% | +1.4% |
| 3M | +5.3% | -2.2% | +7.5% | +4.8% |
| 6M | +32.4% | -16.3% | +48.7% | +34.5% |
| YTD | +28.6% | -9.1% | +37.7% | +28.0% |
| 1Y | +37.6% | -34.5% | +72.2% | +44.7% |
| All | +124.4% | -47.8% | +172.3% | +137.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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