+72.4%
VGT vs BIYA
-99.8%
+172.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | -0.1% |
| 7D | +1.5% | +2.7% | -1.3% | +1.5% |
| 30D | +0.5% | -16.7% | +17.2% | +0.5% |
| 3M | +5.3% | -74.6% | +79.9% | +4.9% |
| 6M | +32.4% | -85.4% | +117.8% | +32.1% |
| YTD | +28.6% | -94.2% | +122.8% | +29.3% |
| 1Y | +37.6% | -98.6% | +136.2% | +41.8% |
| All | +72.4% | -99.8% | +172.2% | +79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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