+137.9%
VGT vs BIDU
-44.1%
+182.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +1.0% |
| 7D | -0.2% | -8.1% | +7.9% | +1.5% |
| 30D | -0.4% | -12.8% | +12.4% | +2.1% |
| 3M | +4.4% | -21.3% | +25.7% | +9.2% |
| 6M | +32.1% | -27.0% | +59.0% | +39.5% |
| YTD | +28.8% | -30.0% | +58.8% | +36.6% |
| 1Y | +35.3% | -18.3% | +53.6% | +38.1% |
| 3Y | +124.8% | -33.8% | +158.6% | +132.4% |
| All | +137.9% | -44.1% | +182.0% | +142.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling