+137.9%
VGT vs BTI
+118.0%
+19.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.1% |
| 7D | -0.2% | -0.2% | 0.0% | -0.1% |
| 30D | -0.4% | -1.1% | +0.6% | -0.4% |
| 3M | +4.4% | -8.8% | +13.2% | +5.2% |
| 6M | +32.1% | -4.0% | +36.0% | +31.8% |
| YTD | +28.8% | +0.4% | +28.4% | +27.5% |
| 1Y | +35.3% | +1.9% | +33.4% | +33.7% |
| 3Y | +124.8% | +108.5% | +16.2% | +89.5% |
| All | +137.9% | +118.0% | +19.9% | +105.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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