+100.8%
BBEU vs VT
+140.9%
-40.1%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.5% |
| 7D | -0.2% | -2.3% | +2.1% | +1.9% |
| 30D | +1.9% | -5.0% | +6.9% | +6.8% |
| 3M | -4.8% | -4.9% | +0.1% | -0.4% |
| 6M | -0.9% | -1.5% | +0.7% | +0.4% |
| YTD | +6.2% | +8.5% | -2.3% | -1.7% |
| 1Y | +12.4% | +11.4% | +1.0% | +1.5% |
| 3Y | +64.3% | +70.1% | -5.7% | -1.1% |
| 5Y | +50.0% | +53.7% | -3.8% | -1.0% |
| All | +100.8% | +140.9% | -40.1% | -10.7% |
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