+86.7%
BBSI vs VT
+66.2%
+20.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.2% |
| 7D | -1.3% | +0.4% | -1.8% | -1.6% |
| 30D | -15.3% | +1.0% | -16.2% | -15.7% |
| 3M | +4.6% | +2.4% | +2.2% | +2.7% |
| 6M | +17.5% | +12.0% | +5.5% | +8.3% |
| YTD | -5.6% | +15.3% | -20.9% | -14.7% |
| 1Y | -30.3% | +22.6% | -52.9% | -39.6% |
| 3Y | +44.3% | +74.7% | -30.4% | -1.3% |
| All | +86.7% | +66.2% | +20.5% | +31.2% |
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