+1,008.9%
BE vs VTI
+194.1%
+814.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.6% | +10.2% | +10.8% |
| 7D | +29.8% | +0.6% | +29.1% | +28.1% |
| 30D | +26.4% | -1.1% | +27.5% | +29.4% |
| 3M | +9.3% | +3.9% | +5.4% | +3.8% |
| 6M | +105.1% | +14.6% | +90.4% | +63.9% |
| YTD | +219.0% | +13.3% | +205.7% | +164.1% |
| 1Y | +418.8% | +19.2% | +399.6% | +303.8% |
| 3Y | +1,784.6% | +77.4% | +1,707.2% | +621.8% |
| 5Y | +1,251.0% | +74.0% | +1,176.9% | +487.6% |
| All | +1,008.9% | +194.1% | +814.7% | +103.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling