+135.1%
VGT vs BP
+139.4%
-4.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.2% |
| 7D | -1.0% | +5.7% | -6.8% | -2.1% |
| 30D | -0.4% | +8.1% | -8.5% | -2.0% |
| 3M | +6.6% | +8.6% | -2.0% | +4.6% |
| 6M | +31.0% | +18.1% | +12.9% | +25.2% |
| YTD | +27.2% | +37.6% | -10.4% | +16.6% |
| 1Y | +34.5% | +39.4% | -4.9% | +22.5% |
| 3Y | +123.1% | +40.1% | +83.1% | +99.8% |
| 5Y | +135.1% | +141.3% | -6.2% | +82.5% |
| All | +135.1% | +139.4% | -4.3% | +82.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling