+309.8%
BE vs VTV
+24.1%
+285.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.7% | +6.0% | +4.4% |
| 7D | +9.0% | -1.1% | +10.1% | +12.7% |
| 30D | +16.3% | -1.0% | +17.3% | +19.9% |
| 3M | +10.8% | +4.6% | +6.1% | -4.8% |
| 6M | +73.2% | +13.5% | +59.7% | +17.6% |
| YTD | +217.4% | +18.5% | +198.9% | +91.7% |
| 1Y | +309.8% | +22.9% | +286.9% | +117.3% |
| All | +309.8% | +24.1% | +285.7% | +117.3% |
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