-17.6%
BB vs VT
+57.4%
-75.0%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.6% | +2.9% | +0.9% |
| 7D | +15.0% | +0.4% | +14.6% | +14.4% |
| 30D | +3.5% | -2.6% | +6.1% | +9.3% |
| 3M | +2.7% | -3.2% | +5.9% | +9.9% |
| 6M | +44.7% | +0.9% | +43.8% | +45.1% |
| YTD | +143.3% | +11.3% | +132.0% | +104.7% |
| 1Y | +102.2% | +14.0% | +88.2% | +62.5% |
| 3Y | +156.1% | +75.8% | +80.3% | -3.5% |
| 5Y | -17.6% | +57.8% | -75.4% | -60.0% |
| All | -17.6% | +57.4% | -75.0% | -60.0% |
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 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