+83.2%
BBJP vs VT
+146.6%
-63.3%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | +4.0% | +2.4% | +1.7% | +2.1% |
| 30D | -3.8% | -1.5% | -2.3% | -2.5% |
| 3M | -6.3% | -4.1% | -2.2% | -2.9% |
| 6M | -1.8% | +0.6% | -2.3% | -1.9% |
| YTD | +12.9% | +11.0% | +1.9% | +4.5% |
| 1Y | +14.3% | +13.3% | +0.9% | +4.1% |
| 3Y | +65.1% | +73.4% | -8.3% | +9.2% |
| 5Y | +48.5% | +57.4% | -8.9% | +4.9% |
| All | +83.2% | +146.6% | -63.3% | -6.2% |
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