+26.6%
BE vs VT
+10.5%
+16.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.9% | -9.7% | +1.6% |
| 7D | -14.7% | -2.3% | -12.4% | -6.6% |
| 30D | -40.5% | -5.0% | -35.6% | -26.0% |
| 3M | -24.3% | -4.9% | -19.5% | -5.3% |
| 6M | -39.3% | -1.5% | -37.8% | -29.8% |
| YTD | +99.4% | +8.5% | +90.9% | +56.4% |
| 1Y | +26.6% | +11.4% | +15.2% | -12.5% |
| All | +26.6% | +10.5% | +16.1% | -12.5% |
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