+911.5%
BE vs VT
+153.4%
+758.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | 0.0% | +7.4% | +7.4% |
| 7D | +20.0% | +0.4% | +19.5% | +18.9% |
| 30D | +7.9% | +1.0% | +6.9% | +6.0% |
| 3M | -13.2% | +2.4% | -15.6% | -14.3% |
| 6M | +53.5% | +12.0% | +41.5% | +27.9% |
| YTD | +191.0% | +15.3% | +175.7% | +130.6% |
| 1Y | +360.5% | +22.6% | +337.9% | +233.1% |
| 3Y | +1,568.0% | +74.7% | +1,493.3% | +527.9% |
| 5Y | +1,055.2% | +66.1% | +989.0% | +426.1% |
| All | +911.5% | +153.4% | +758.1% | +142.6% |
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