-1.6%
BBCQ vs VT
+10.5%
-12.1%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.4% | -6.1% | -5.7% |
| 7D | -5.5% | +4.4% | -9.9% | -6.0% |
| 30D | -5.5% | +4.4% | -9.9% | -6.0% |
| 3M | -7.3% | +3.2% | -10.5% | -7.7% |
| 6M | -1.3% | +9.9% | -11.2% | -1.8% |
| All | -1.6% | +10.5% | -12.1% | -2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling