+56.5%
BDVG vs VT
+77.2%
-20.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.4% | -0.5% |
| 7D | +0.9% | +0.4% | +0.5% | +0.7% |
| 30D | +0.2% | +1.0% | -0.7% | -0.4% |
| 3M | +4.7% | +2.4% | +2.3% | +3.0% |
| 6M | +11.8% | +12.0% | -0.2% | +3.5% |
| YTD | +19.2% | +15.3% | +3.8% | +8.0% |
| 1Y | +21.6% | +22.6% | -1.0% | +5.5% |
| 3Y | +57.3% | +74.7% | -17.3% | +6.2% |
| All | +56.5% | +77.2% | -20.7% | +4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling