+570.1%
BE vs VT
+137.8%
+432.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.4% | -4.1% | -12.3% | -7.5% |
| 7D | -24.6% | -4.2% | -20.5% | -16.5% |
| 30D | -43.4% | -5.8% | -37.6% | -34.3% |
| 3M | -28.5% | -5.2% | -23.3% | -17.5% |
| 6M | -43.3% | +0.1% | -43.4% | -39.4% |
| YTD | +92.8% | +8.2% | +84.6% | +79.5% |
| 1Y | +18.5% | +10.1% | +8.3% | +8.5% |
| 3Y | +1,451.1% | +69.7% | +1,381.4% | +534.6% |
| 5Y | +423.5% | +53.4% | +370.1% | +187.1% |
| All | +570.1% | +137.8% | +432.3% | +88.8% |
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