+71.5%
BBSC vs VT
+90.2%
-18.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.5% |
| 7D | -1.7% | -2.3% | +0.7% | +1.2% |
| 30D | -0.7% | -5.0% | +4.2% | +5.6% |
| 3M | -7.4% | -4.9% | -2.5% | -1.6% |
| 6M | -1.1% | -1.5% | +0.4% | +0.5% |
| YTD | +14.5% | +8.5% | +6.0% | +3.1% |
| 1Y | +16.7% | +11.4% | +5.4% | +1.8% |
| 3Y | +68.8% | +70.1% | -1.2% | -11.3% |
| 5Y | +26.9% | +53.7% | -26.8% | -22.9% |
| All | +71.5% | +90.2% | -18.8% | -20.0% |
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 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