+978.4%
BBH vs VT
+346.0%
+632.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.7% | +0.8% |
| 7D | -1.7% | -2.3% | +0.6% | -0.1% |
| 30D | +6.6% | -5.0% | +11.5% | +10.4% |
| 3M | +20.3% | -4.9% | +25.2% | +24.6% |
| 6M | +34.0% | -1.5% | +35.5% | +35.1% |
| YTD | +33.9% | +8.5% | +25.4% | +26.2% |
| 1Y | +40.2% | +11.4% | +28.8% | +29.8% |
| 3Y | +69.5% | +70.1% | -0.6% | +17.1% |
| 5Y | +35.6% | +53.7% | -18.1% | +0.4% |
| 10Y | +161.3% | +220.0% | -58.7% | +21.9% |
| All | +978.4% | +346.0% | +632.4% | +304.6% |
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 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