+7.9%
BBDO vs VT
+53.4%
-45.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.0% | +1.1% |
| 7D | -0.7% | -2.3% | +1.6% | +1.0% |
| 30D | -36.6% | -5.0% | -31.7% | -34.2% |
| 3M | -22.1% | -4.9% | -17.2% | -19.1% |
| 6M | -28.0% | -1.5% | -26.5% | -27.1% |
| YTD | -10.8% | +8.5% | -19.3% | -15.4% |
| 1Y | -16.3% | +11.4% | -27.7% | -22.0% |
| 3Y | +16.9% | +70.1% | -53.2% | -19.6% |
| All | +7.9% | +53.4% | -45.5% | -19.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling