+126.9%
BBN vs VT
+431.4%
-304.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.2% |
| 7D | -0.1% | -2.3% | +2.3% | +0.3% |
| 30D | +4.5% | -5.0% | +9.4% | +5.4% |
| 3M | -4.9% | -4.9% | 0.0% | -4.0% |
| 6M | -4.1% | -1.5% | -2.6% | -3.9% |
| YTD | -3.2% | +8.5% | -11.7% | -4.7% |
| 1Y | -6.2% | +11.4% | -17.6% | -8.1% |
| 3Y | +20.6% | +70.1% | -49.5% | +9.4% |
| 5Y | -18.5% | +53.7% | -72.2% | -25.4% |
| 10Y | +28.9% | +220.0% | -191.1% | +7.8% |
| All | +126.9% | +431.4% | -304.5% | +90.8% |
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