-51.2%
BBDO vs VT
+346.7%
-397.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.4% |
| 7D | +1.0% | -0.1% | +1.1% | +1.1% |
| 30D | -38.4% | -3.1% | -35.3% | -36.4% |
| 3M | -23.8% | -3.5% | -20.3% | -20.9% |
| 6M | -26.4% | +0.5% | -26.8% | -26.8% |
| YTD | -11.9% | +10.8% | -22.7% | -20.7% |
| 1Y | -18.4% | +11.9% | -30.3% | -27.4% |
| 3Y | +7.2% | +73.0% | -65.8% | -41.5% |
| 5Y | +4.9% | +58.6% | -53.7% | -37.8% |
| 10Y | -45.1% | +219.2% | -264.3% | -85.3% |
| All | -51.2% | +346.7% | -397.9% | -89.7% |
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