-54.2%
BBWI vs VT
+224.5%
-278.7%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.9% | +2.9% |
| 7D | +1.5% | +0.4% | +1.1% | +0.9% |
| 30D | -5.2% | +1.0% | -6.2% | -6.7% |
| 3M | +11.1% | +2.4% | +8.7% | +6.7% |
| 6M | -13.4% | +12.0% | -25.4% | -27.3% |
| YTD | +0.1% | +15.3% | -15.2% | -19.7% |
| 1Y | -36.1% | +22.6% | -58.7% | -53.1% |
| 3Y | -44.1% | +74.7% | -118.8% | -75.3% |
| 5Y | -66.2% | +66.1% | -132.4% | -83.5% |
| All | -54.2% | +224.5% | -278.7% | -90.1% |
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