+124.8%
VGT vs BNS
+130.5%
-5.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +0.9% |
| 7D | -0.2% | -0.4% | +0.2% | 0.0% |
| 30D | -0.4% | +3.5% | -3.9% | -2.2% |
| 3M | +4.4% | +14.1% | -9.6% | -2.3% |
| 6M | +32.1% | +33.8% | -1.7% | +14.0% |
| YTD | +28.8% | +29.5% | -0.7% | +12.8% |
| 1Y | +35.3% | +48.4% | -13.1% | +10.9% |
| 3Y | +124.8% | +129.6% | -4.8% | +48.3% |
| All | +124.8% | +130.5% | -5.7% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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