+360.5%
BE vs VTV
+27.0%
+333.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.2% | +7.6% | +8.2% |
| 7D | +20.0% | +0.5% | +19.5% | +18.0% |
| 30D | +7.9% | +1.1% | +6.8% | +4.2% |
| 3M | -13.2% | +5.9% | -19.1% | -27.9% |
| 6M | +53.5% | +11.6% | +41.8% | +8.4% |
| YTD | +191.0% | +19.8% | +171.2% | +65.0% |
| 1Y | +360.5% | +26.2% | +334.3% | +106.5% |
| All | +360.5% | +27.0% | +333.5% | +106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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