+124.8%
VGT vs BBY
+42.8%
+82.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.1% | -1.9% | +0.6% |
| 7D | -0.2% | +0.6% | -0.8% | -0.3% |
| 30D | -0.4% | +9.4% | -9.8% | -2.4% |
| 3M | +4.4% | +19.3% | -14.9% | +0.1% |
| 6M | +32.1% | +47.9% | -15.9% | +19.9% |
| YTD | +28.8% | +39.6% | -10.8% | +18.1% |
| 1Y | +35.3% | +22.2% | +13.2% | +28.2% |
| 3Y | +124.8% | +45.0% | +79.8% | +100.3% |
| All | +124.8% | +42.8% | +82.0% | +100.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling