+19.9%
VGT vs BP
+35.3%
-15.4%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.2% | +4.4% | -0.2% |
| 7D | -6.5% | -8.4% | +1.9% | -7.4% |
| 30D | -10.6% | +2.2% | -12.8% | -10.2% |
| 3M | -3.7% | +8.8% | -12.5% | -2.5% |
| 6M | +10.4% | -0.5% | +10.9% | +11.1% |
| YTD | +23.1% | +36.2% | -13.2% | +22.7% |
| 1Y | +19.9% | +36.6% | -16.7% | +18.1% |
| All | +19.9% | +35.3% | -15.4% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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