+2,267.4%
VGT vs BBWI
+298.2%
+1,969.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.8% | -2.5% | -0.3% |
| 7D | +1.0% | +1.5% | -0.5% | +0.6% |
| 30D | +1.3% | -5.2% | +6.5% | +2.1% |
| 3M | -1.1% | +11.1% | -12.3% | -4.5% |
| 6M | +32.6% | -13.4% | +46.0% | +34.1% |
| YTD | +29.0% | +0.1% | +28.9% | +25.3% |
| 1Y | +39.7% | -36.1% | +75.8% | +48.8% |
| 3Y | +120.9% | -44.1% | +165.0% | +132.2% |
| 5Y | +133.6% | -66.2% | +199.8% | +166.5% |
| 10Y | +792.6% | -54.8% | +847.3% | +718.0% |
| All | +2,267.4% | +298.2% | +1,969.2% | +749.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling