+6.0%
BBHM vs VT
+11.0%
-5.0%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.1% | +0.4% | +0.1% |
| 7D | -1.6% | -4.2% | +2.6% | +2.3% |
| 30D | -1.3% | -5.8% | +4.5% | +4.3% |
| 3M | -4.8% | -5.2% | +0.4% | 0.0% |
| 6M | -1.7% | +0.1% | -1.8% | -2.1% |
| YTD | +3.2% | +8.2% | -5.0% | -5.5% |
| All | +6.0% | +11.0% | -5.0% | -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