+59.9%
BBEU vs VT
+67.0%
-7.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.3% | +0.4% | -0.7% | -0.7% |
| 30D | -0.2% | +1.0% | -1.2% | -1.1% |
| 3M | +4.3% | +2.4% | +1.9% | +1.9% |
| 6M | +7.4% | +12.0% | -4.6% | -3.4% |
| YTD | +11.4% | +15.3% | -4.0% | -2.6% |
| 1Y | +21.0% | +22.6% | -1.6% | -0.1% |
| 3Y | +66.1% | +74.7% | -8.5% | -2.9% |
| All | +59.9% | +67.0% | -7.1% | -3.8% |
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