+39.7%
VGT vs BN
-6.5%
+46.2%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +1.0% | -2.5% | +3.5% | +2.1% |
| 30D | +1.3% | -9.5% | +10.8% | +5.6% |
| 3M | -1.1% | -10.4% | +9.2% | +3.5% |
| 6M | +32.6% | -6.4% | +39.0% | +35.0% |
| YTD | +29.0% | -11.9% | +40.9% | +33.8% |
| 1Y | +39.7% | -8.6% | +48.3% | +42.1% |
| All | +39.7% | -6.5% | +46.2% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling