-47.3%
BBDO vs VT
+223.7%
-271.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | -1.0% |
| 7D | +0.5% | +0.4% | +0.2% | +0.1% |
| 30D | -36.5% | -2.6% | -33.9% | -34.9% |
| 3M | -20.8% | -3.2% | -17.6% | -18.1% |
| 6M | -24.2% | +0.9% | -25.1% | -25.0% |
| YTD | -9.3% | +11.3% | -20.6% | -18.6% |
| 1Y | -16.8% | +14.0% | -30.8% | -27.3% |
| 3Y | +18.4% | +75.8% | -57.5% | -35.9% |
| 5Y | +10.4% | +57.8% | -47.4% | -33.0% |
| 10Y | -47.3% | +219.8% | -267.1% | -88.9% |
| All | -47.3% | +223.7% | -271.0% | -88.9% |
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 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