-49.7%
BBDO vs VT
+348.8%
-398.5%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | -1.1% |
| 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% | -18.0% |
| 6M | -24.2% | +0.9% | -25.1% | -25.0% |
| YTD | -9.3% | +11.3% | -20.6% | -18.8% |
| 1Y | -16.8% | +14.0% | -30.8% | -27.5% |
| 3Y | +18.4% | +75.8% | -57.5% | -36.5% |
| 5Y | +10.4% | +57.8% | -47.4% | -34.1% |
| 10Y | -47.3% | +219.8% | -267.1% | -86.0% |
| All | -49.7% | +348.8% | -398.5% | -89.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling