+137.9%
VGT vs BNY
+256.6%
-118.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -0.2% | -1.3% | +1.2% | +0.5% |
| 30D | -0.4% | -0.2% | -0.3% | -0.4% |
| 3M | +4.4% | +14.9% | -10.5% | -3.5% |
| 6M | +32.1% | +40.0% | -7.9% | +9.5% |
| YTD | +28.8% | +42.0% | -13.2% | +5.5% |
| 1Y | +35.3% | +56.9% | -21.5% | +4.9% |
| 3Y | +124.8% | +289.9% | -165.1% | +7.1% |
| All | +137.9% | +256.6% | -118.7% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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