+96.2%
BBP vs VT
+53.4%
+42.8%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.3% |
| 7D | -1.8% | -2.3% | +0.5% | +0.4% |
| 30D | +0.5% | -5.0% | +5.5% | +5.5% |
| 3M | +4.1% | -4.9% | +9.0% | +9.2% |
| 6M | +13.2% | -1.5% | +14.7% | +14.6% |
| YTD | +28.0% | +8.5% | +19.5% | +18.0% |
| 1Y | +37.9% | +11.4% | +26.5% | +24.0% |
| 3Y | +109.7% | +70.1% | +39.6% | +26.7% |
| All | +96.2% | +53.4% | +42.8% | +31.3% |
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