+134.8%
BBC vs VT
+73.6%
+61.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.4% | +2.4% |
| 7D | -0.1% | -1.6% | +1.5% | +2.2% |
| 30D | -3.9% | -2.5% | -1.4% | -0.4% |
| 3M | -12.6% | -1.3% | -11.3% | -10.8% |
| 6M | -2.3% | +3.1% | -5.4% | -6.4% |
| YTD | +11.0% | +10.9% | +0.1% | -4.4% |
| 1Y | +40.7% | +12.1% | +28.6% | +19.4% |
| All | +134.8% | +73.6% | +61.2% | -6.9% |
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