+104.6%
VGT vs BBWI
-67.6%
+172.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -2.0% |
| 7D | +2.5% | +0.1% | +2.3% | +2.4% |
| 30D | -9.5% | +12.9% | -22.4% | -11.8% |
| 3M | -9.5% | +16.0% | -25.5% | -12.8% |
| 6M | -1.8% | +16.6% | -18.4% | -6.4% |
| YTD | +18.4% | +9.7% | +8.7% | +12.8% |
| 1Y | +18.7% | +1.5% | +17.2% | +13.9% |
| 3Y | +103.8% | -21.4% | +125.2% | +96.1% |
| All | +104.6% | -67.6% | +172.3% | +164.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling