+23.6%
BBCB vs VT
+181.2%
-157.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.1% | +0.4% | -0.5% | -0.1% |
| 30D | -0.4% | +1.0% | -1.3% | -0.5% |
| 3M | -1.0% | +2.4% | -3.4% | -1.3% |
| 6M | -1.5% | +12.0% | -13.5% | -2.9% |
| YTD | -0.2% | +15.3% | -15.6% | -2.0% |
| 1Y | +1.2% | +22.6% | -21.4% | -1.2% |
| 3Y | +16.3% | +74.7% | -58.4% | +8.7% |
| 5Y | -1.2% | +66.1% | -67.3% | -8.0% |
| All | +23.6% | +181.2% | -157.6% | +11.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling