+1,709.5%
BE vs VTI
+77.8%
+1,631.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -3.9% |
| 7D | +10.8% | +2.5% | +8.3% | +5.0% |
| 30D | -19.8% | -1.5% | -18.3% | -14.4% |
| 3M | -18.7% | -3.2% | -15.5% | -8.9% |
| 6M | -33.7% | +2.3% | -36.0% | -32.6% |
| YTD | +121.0% | +11.6% | +109.3% | +90.7% |
| 1Y | +85.4% | +13.8% | +71.6% | +56.5% |
| 3Y | +1,709.5% | +77.4% | +1,632.1% | +318.5% |
| All | +1,709.5% | +77.8% | +1,631.7% | +318.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling