+57.0%
BB vs VT
+5.0%
+52.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +1.7% | +5.3% | +2.6% |
| 7D | -6.8% | -0.3% | -6.5% | -5.8% |
| 30D | -3.5% | -1.4% | -2.1% | +0.8% |
| 3M | -1.2% | -1.4% | +0.2% | +3.2% |
| 6M | +57.0% | +5.5% | +51.5% | +49.7% |
| All | +57.0% | +5.0% | +52.0% | +49.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling