+33.4%
BBY vs VT
+10.5%
+22.9%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +4.2% | -2.3% | +6.5% | +5.3% |
| 30D | +17.8% | -5.0% | +22.7% | +20.3% |
| 3M | +25.8% | -4.9% | +30.7% | +28.4% |
| 6M | +73.8% | -1.5% | +75.4% | +75.1% |
| YTD | +54.7% | +8.5% | +46.3% | +47.1% |
| 1Y | +33.4% | +11.4% | +22.0% | +23.6% |
| All | +33.4% | +10.5% | +22.9% | +23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling