-31.9%
BBDO vs VT
+221.4%
-253.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.4% |
| 7D | +1.7% | +1.0% | +0.7% | +0.7% |
| 30D | -1.2% | -0.2% | -0.9% | -1.0% |
| 3M | +9.1% | +4.5% | +4.5% | +3.9% |
| 6M | -0.2% | +14.1% | -14.2% | -12.8% |
| YTD | +13.2% | +14.8% | -1.5% | -1.6% |
| 1Y | +16.9% | +21.2% | -4.3% | -4.1% |
| 3Y | +51.0% | +76.6% | -25.5% | -18.2% |
| 5Y | +18.3% | +66.6% | -48.3% | -32.6% |
| 10Y | -31.9% | +222.3% | -254.2% | -83.6% |
| All | -31.9% | +221.4% | -253.3% | -83.6% |
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