+374.2%
BBVA vs VT
+77.9%
+296.3%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.8% | +0.4% | +1.3% | +1.2% |
| 30D | +5.1% | +1.0% | +4.2% | +3.8% |
| 3M | +29.3% | +2.4% | +26.9% | +25.6% |
| 6M | +38.0% | +12.0% | +26.0% | +20.9% |
| YTD | +30.5% | +15.3% | +15.2% | +11.2% |
| 1Y | +67.9% | +22.6% | +45.3% | +34.0% |
| All | +374.2% | +77.9% | +296.3% | +164.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling