+122.1%
VGT vs BIDU
-34.9%
+157.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.5% | -0.7% |
| 7D | -1.0% | -5.2% | +4.2% | -0.1% |
| 30D | -0.4% | -14.5% | +14.0% | +2.4% |
| 3M | +6.6% | -22.9% | +29.5% | +11.7% |
| 6M | +31.0% | -27.8% | +58.9% | +38.3% |
| YTD | +27.2% | -30.7% | +57.9% | +34.8% |
| 1Y | +34.5% | -15.8% | +50.3% | +36.6% |
| All | +122.1% | -34.9% | +157.0% | +130.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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