+190.4%
BBUS vs VT
+142.4%
+47.9%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.4% | -0.3% |
| 7D | -4.9% | -4.2% | -0.7% | -0.7% |
| 30D | -6.3% | -5.8% | -0.5% | -0.5% |
| 3M | -4.7% | -5.2% | +0.5% | +0.6% |
| 6M | +1.7% | +0.1% | +1.5% | +1.4% |
| YTD | +7.8% | +8.2% | -0.5% | -0.8% |
| 1Y | +8.7% | +10.1% | -1.4% | -1.7% |
| 3Y | +74.5% | +69.7% | +4.9% | +2.2% |
| 5Y | +64.2% | +53.4% | +10.8% | +6.5% |
| All | +190.4% | +142.4% | +47.9% | +20.3% |
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