+155.6%
BBCA vs VT
+136.4%
+19.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.5% | +1.3% |
| 7D | -2.0% | -4.2% | +2.2% | +2.0% |
| 30D | +2.1% | -5.8% | +7.9% | +8.0% |
| 3M | -0.6% | -5.2% | +4.7% | +4.6% |
| 6M | +6.0% | +0.1% | +5.8% | +5.4% |
| YTD | +13.0% | +8.2% | +4.8% | +4.2% |
| 1Y | +22.7% | +10.1% | +12.5% | +11.3% |
| 3Y | +88.4% | +69.7% | +18.7% | +11.3% |
| 5Y | +69.5% | +53.4% | +16.1% | +10.4% |
| All | +155.6% | +136.4% | +19.2% | +5.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling