+18.2%
BEDY vs VT
+9.4%
+8.8%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.7% | -0.6% |
| 7D | -2.1% | -2.3% | +0.3% | -0.9% |
| 30D | +1.3% | -5.0% | +6.3% | +3.9% |
| 3M | -1.3% | -4.9% | +3.6% | +1.2% |
| 6M | +5.9% | -1.5% | +7.4% | +6.4% |
| YTD | +16.0% | +8.5% | +7.5% | +9.4% |
| All | +18.2% | +9.4% | +8.8% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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