+78.1%
BBH vs VT
+75.6%
+2.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.7% |
| 7D | -1.5% | -0.7% | -0.8% | -0.9% |
| 30D | +7.8% | -1.7% | +9.5% | +9.2% |
| 3M | +17.3% | -2.3% | +19.6% | +19.4% |
| 6M | +39.2% | +1.5% | +37.7% | +37.1% |
| YTD | +36.2% | +12.0% | +24.2% | +23.7% |
| 1Y | +38.5% | +12.9% | +25.6% | +25.0% |
| All | +78.1% | +75.6% | +2.5% | +6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling