+22.5%
BBT vs VT
+21.4%
+1.1%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +3.5% | +1.0% | +2.4% | +3.0% |
| 30D | +0.8% | -0.2% | +1.0% | +0.9% |
| 3M | +9.0% | +4.5% | +4.4% | +6.3% |
| 6M | +10.8% | +14.1% | -3.2% | +1.6% |
| YTD | +23.1% | +14.8% | +8.4% | +12.9% |
| 1Y | +22.5% | +21.2% | +1.3% | +5.8% |
| All | +22.5% | +21.4% | +1.1% | +5.8% |
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