+104.6%
VGT vs BN
+31.1%
+73.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -0.8% |
| 7D | +2.5% | -1.0% | +3.5% | +3.0% |
| 30D | -9.5% | +14.0% | -23.5% | -16.1% |
| 3M | -9.5% | -9.0% | -0.5% | -5.1% |
| 6M | -1.8% | -8.8% | +7.1% | +2.5% |
| YTD | +18.4% | -10.3% | +28.7% | +23.6% |
| 1Y | +18.7% | -5.8% | +24.6% | +20.4% |
| 3Y | +103.8% | +94.8% | +9.0% | +32.2% |
| All | +104.6% | +31.1% | +73.6% | +67.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling