+60.0%
BDVG vs VT
+73.4%
-13.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.3% |
| 7D | +0.3% | -0.3% | +0.6% | +0.5% |
| 30D | +4.7% | -1.4% | +6.2% | +5.6% |
| 3M | +2.1% | -1.4% | +3.5% | +3.0% |
| 6M | +15.5% | +5.5% | +10.1% | +11.3% |
| YTD | +21.8% | +12.8% | +9.0% | +11.9% |
| 1Y | +24.2% | +15.4% | +8.8% | +12.3% |
| 3Y | +67.1% | +76.9% | -9.8% | +12.4% |
| All | +60.0% | +73.4% | -13.4% | +8.7% |
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