+64.8%
BE vs VG
+51.8%
+13.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +5.5% | +7.5% | +12.6% |
| 7D | +4.5% | +5.5% | -1.0% | +4.2% |
| 30D | -20.1% | -3.6% | -16.6% | -20.0% |
| 3M | -0.8% | -4.0% | +3.2% | -0.7% |
| 6M | -26.2% | +9.4% | -35.6% | -28.1% |
| YTD | +141.1% | +86.6% | +54.4% | +37.3% |
| 1Y | +64.8% | +69.5% | -4.7% | +1.7% |
| All | +64.8% | +51.8% | +13.1% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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