+283.5%
BBVA vs VT
+357.6%
-74.1%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.6% | +2.9% | +1.8% |
| 7D | +10.4% | +0.4% | +10.1% | +9.7% |
| 30D | +2.8% | -2.6% | +5.4% | +6.7% |
| 3M | -5.2% | -3.2% | -2.0% | -0.7% |
| 6M | +20.6% | +0.9% | +19.6% | +19.0% |
| YTD | +18.8% | +11.3% | +7.5% | +2.8% |
| 1Y | +35.7% | +14.0% | +21.7% | +13.4% |
| 3Y | +273.4% | +75.8% | +197.6% | +64.9% |
| 5Y | +428.4% | +57.8% | +370.6% | +175.2% |
| 10Y | +556.4% | +219.8% | +336.6% | +21.4% |
| All | +283.5% | +357.6% | -74.1% | -51.8% |
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 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