+200.5%
BBUS vs VT
+149.4%
+51.0%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.3% |
| 7D | +3.5% | +2.9% | +0.6% | +0.6% |
| 30D | -2.9% | -2.5% | -0.3% | -0.3% |
| 3M | -1.9% | -3.3% | +1.4% | +1.5% |
| 6M | +3.3% | +1.5% | +1.8% | +1.6% |
| YTD | +11.5% | +11.4% | +0.2% | -0.2% |
| 1Y | +11.5% | +11.9% | -0.4% | -0.7% |
| 3Y | +78.3% | +73.9% | +4.4% | +1.8% |
| 5Y | +70.3% | +57.9% | +12.4% | +7.3% |
| All | +200.5% | +149.4% | +51.0% | +21.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling