+800.0%
VGT vs BBY
+252.7%
+547.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.1% | -1.9% | +0.3% |
| 7D | -0.2% | +0.6% | -0.8% | -0.4% |
| 30D | -0.4% | +9.4% | -9.8% | -3.4% |
| 3M | +4.4% | +19.3% | -14.9% | -1.8% |
| 6M | +32.1% | +47.9% | -15.9% | +15.1% |
| YTD | +28.8% | +39.6% | -10.8% | +13.7% |
| 1Y | +35.3% | +22.2% | +13.2% | +24.3% |
| 3Y | +124.8% | +45.0% | +79.8% | +86.7% |
| 5Y | +137.9% | +2.6% | +135.4% | +114.7% |
| All | +800.0% | +252.7% | +547.3% | +520.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 10y: compounded portfolio wealth divided by compounded BBY 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…
10y analysis · Full analysis span regression · 6 months rolling