+360.5%
BE vs VTI
+20.9%
+339.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.3% | +7.7% | +8.7% |
| 7D | +20.0% | +0.1% | +19.9% | +19.4% |
| 30D | +7.9% | 0.0% | +7.9% | +8.0% |
| 3M | -13.2% | +2.0% | -15.2% | -17.8% |
| 6M | +53.5% | +13.0% | +40.5% | -1.0% |
| YTD | +191.0% | +13.9% | +177.1% | +80.0% |
| 1Y | +360.5% | +20.0% | +340.5% | +115.9% |
| All | +360.5% | +20.9% | +339.7% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 VTI 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