+1,574.6%
BE vs VT
+75.0%
+1,499.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.4% | +7.4% |
| 7D | +20.0% | +0.4% | +19.5% | +18.7% |
| 30D | +7.9% | +1.0% | +6.9% | +5.6% |
| 3M | -13.2% | +2.4% | -15.6% | -15.2% |
| 6M | +53.5% | +12.0% | +41.5% | +22.6% |
| YTD | +191.0% | +15.3% | +175.7% | +119.1% |
| 1Y | +360.5% | +22.6% | +337.9% | +214.3% |
| All | +1,574.6% | +75.0% | +1,499.7% | +364.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling