-79.5%
BBGI vs VT
+222.7%
-302.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | -10.6% | +0.4% | -11.0% | -11.0% |
| 30D | -29.7% | +1.0% | -30.6% | -30.4% |
| 3M | -12.9% | +2.4% | -15.3% | -15.3% |
| 6M | +332.6% | +12.0% | +320.6% | +292.7% |
| YTD | +247.1% | +15.3% | +231.8% | +207.7% |
| 1Y | +277.2% | +22.6% | +254.6% | +219.0% |
| 3Y | -10.4% | +74.7% | -85.0% | -45.2% |
| 5Y | -66.3% | +66.1% | -132.4% | -78.6% |
| All | -79.5% | +222.7% | -302.3% | -91.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling