+37.9%
BBP vs VT
+10.5%
+27.4%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.3% |
| 7D | -1.8% | -2.3% | +0.5% | +0.3% |
| 30D | +0.5% | -5.0% | +5.5% | +5.2% |
| 3M | +4.1% | -4.9% | +9.0% | +8.8% |
| 6M | +13.2% | -1.5% | +14.7% | +14.3% |
| YTD | +28.0% | +8.5% | +19.5% | +16.3% |
| 1Y | +37.9% | +11.4% | +26.5% | +22.0% |
| All | +37.9% | +10.5% | +27.4% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling