-76.6%
BEEP vs VT
+74.2%
-150.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.7% |
| 7D | -4.3% | -0.3% | -4.0% | -4.2% |
| 30D | -15.3% | -1.4% | -13.9% | -14.6% |
| 3M | +34.3% | -1.4% | +35.6% | +35.4% |
| 6M | +29.3% | +5.5% | +23.8% | +23.9% |
| YTD | -4.7% | +12.8% | -17.5% | -13.5% |
| 1Y | -28.5% | +15.4% | -44.0% | -36.3% |
| 3Y | -41.3% | +76.9% | -118.2% | -64.8% |
| All | -76.6% | +74.2% | -150.7% | -86.8% |
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