+374.7%
BAP vs VT
+66.2%
+308.5%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +3.8% | +0.4% | +3.4% | +3.4% |
| 30D | -3.1% | +1.0% | -4.1% | -4.0% |
| 3M | +17.2% | +2.4% | +14.8% | +14.4% |
| 6M | +18.1% | +12.0% | +6.1% | +6.2% |
| YTD | +39.6% | +15.3% | +24.2% | +22.3% |
| 1Y | +54.1% | +22.6% | +31.5% | +27.7% |
| 3Y | +218.1% | +74.7% | +143.4% | +86.1% |
| All | +374.7% | +66.2% | +308.5% | +189.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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