-87.9%
BBGI vs VT
+53.4%
-141.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.5% |
| 7D | -6.8% | -2.3% | -4.5% | -4.5% |
| 30D | -44.5% | -5.0% | -39.6% | -41.7% |
| 3M | -75.0% | -4.9% | -70.2% | -73.8% |
| 6M | -65.8% | -1.5% | -64.3% | -65.4% |
| YTD | +17.8% | +8.5% | +9.3% | +11.3% |
| 1Y | +21.6% | +11.4% | +10.3% | +13.9% |
| 3Y | -61.7% | +70.1% | -131.8% | -71.5% |
| All | -87.9% | +53.4% | -141.3% | -89.9% |
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