-13.1%
BBOT vs VT
+60.0%
-73.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | +0.5% | +1.0% | -0.6% | 0.0% |
| 30D | -5.0% | -0.2% | -4.8% | -4.9% |
| 3M | +13.9% | +4.5% | +9.3% | +11.8% |
| 6M | -15.0% | +14.1% | -29.0% | -19.1% |
| YTD | -29.2% | +14.8% | -44.0% | -32.4% |
| 1Y | -19.5% | +21.2% | -40.7% | -23.3% |
| All | -13.1% | +60.0% | -73.0% | -21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling