-30.0%
BAX vs VT
+75.0%
-104.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -1.1% | +0.4% | -1.6% | -1.6% |
| 30D | -5.5% | +1.0% | -6.4% | -6.3% |
| 3M | +33.5% | +2.4% | +31.2% | +30.3% |
| 6M | +35.9% | +12.0% | +23.9% | +21.4% |
| YTD | +35.4% | +15.3% | +20.0% | +18.2% |
| 1Y | +9.8% | +22.6% | -12.8% | -9.1% |
| All | -30.0% | +75.0% | -104.9% | -56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling