+532.2%
BE vs VTI
+64.1%
+468.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.0% |
| 7D | +10.8% | +2.5% | +8.3% | +5.5% |
| 30D | -19.8% | -1.5% | -18.3% | -14.8% |
| 3M | -18.7% | -3.2% | -15.5% | -9.6% |
| 6M | -33.7% | +2.3% | -36.0% | -32.6% |
| YTD | +121.0% | +11.6% | +109.3% | +91.7% |
| 1Y | +85.4% | +13.8% | +71.6% | +57.1% |
| 3Y | +1,709.5% | +77.4% | +1,632.1% | +562.1% |
| All | +532.2% | +64.1% | +468.1% | +193.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling