-93.5%
BBGI vs VT
+224.4%
-317.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.2% | +0.2% |
| 7D | -0.8% | -0.7% | -0.1% | -0.2% |
| 30D | -36.6% | -1.7% | -34.9% | -35.6% |
| 3M | -73.2% | -2.3% | -70.9% | -72.7% |
| 6M | -66.8% | +1.5% | -68.3% | -67.5% |
| YTD | +19.2% | +12.0% | +7.1% | +8.2% |
| 1Y | +38.2% | +12.9% | +25.3% | +25.4% |
| 3Y | -62.2% | +74.9% | -137.2% | -77.2% |
| 5Y | -87.4% | +59.9% | -147.3% | -91.7% |
| 10Y | -93.5% | +224.6% | -318.1% | -97.6% |
| All | -93.5% | +224.4% | -317.8% | -97.6% |
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