-33.7%
BBOT vs VT
+59.0%
-92.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.8% | -0.6% | -23.1% | -23.4% |
| 7D | -24.0% | -0.1% | -23.9% | -23.9% |
| 30D | -27.2% | -0.7% | -26.5% | -26.9% |
| 3M | -7.0% | +4.0% | -11.0% | -8.3% |
| 6M | -34.5% | +12.3% | -46.8% | -37.3% |
| YTD | -46.0% | +14.0% | -60.1% | -48.2% |
| 1Y | -34.0% | +20.3% | -54.3% | -36.8% |
| All | -33.7% | +59.0% | -92.7% | -40.0% |
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