+55.3%
BE vs VTV
+28.2%
+27.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.5% | -7.9% | -10.6% |
| 7D | -12.1% | +1.8% | -13.9% | -17.0% |
| 30D | -30.1% | +6.0% | -36.1% | -42.0% |
| 3M | -12.1% | +3.7% | -15.8% | -21.6% |
| 6M | -30.6% | +13.9% | -44.5% | -53.9% |
| YTD | +130.6% | +22.8% | +107.9% | +20.0% |
| 1Y | +55.3% | +27.9% | +27.4% | -29.3% |
| All | +55.3% | +28.2% | +27.0% | -29.3% |
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