+1,484.0%
BBSI vs VT
+374.2%
+1,109.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.3% |
| 7D | -1.3% | +0.4% | -1.8% | -1.7% |
| 30D | -15.3% | +1.0% | -16.2% | -15.9% |
| 3M | +4.6% | +2.4% | +2.2% | +2.0% |
| 6M | +17.5% | +12.0% | +5.5% | +6.1% |
| YTD | -5.6% | +15.3% | -20.9% | -16.7% |
| 1Y | -30.3% | +22.6% | -52.9% | -41.4% |
| 3Y | +44.3% | +74.7% | -30.4% | -8.7% |
| 5Y | +85.9% | +66.1% | +19.8% | +20.9% |
| 10Y | +222.3% | +225.0% | -2.7% | +29.5% |
| All | +1,484.0% | +374.2% | +1,109.8% | +508.0% |
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