+137.9%
VGT vs BBWI
-67.2%
+205.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.4% | -5.2% | -0.1% |
| 7D | -0.2% | -4.8% | +4.7% | +0.7% |
| 30D | -0.4% | +3.5% | -3.9% | -1.5% |
| 3M | +4.4% | -0.3% | +4.7% | +3.4% |
| 6M | +32.1% | -5.4% | +37.4% | +31.0% |
| YTD | +28.8% | -4.7% | +33.5% | +26.7% |
| 1Y | +35.3% | -30.5% | +65.8% | +41.5% |
| 3Y | +124.8% | -44.3% | +169.1% | +135.2% |
| All | +137.9% | -67.2% | +205.1% | +193.6% |
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