+45.6%
BEG vs VT
+12.3%
+33.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.3% | +2.6% | +20.7% | +3.6% |
| 7D | -8.6% | +0.4% | -8.9% | -6.3% |
| 30D | -58.7% | -2.6% | -56.1% | -42.8% |
| 3M | -41.8% | -3.2% | -38.6% | -10.7% |
| 6M | -72.9% | +0.9% | -73.9% | -62.3% |
| YTD | +54.1% | +11.3% | +42.8% | +16.2% |
| All | +45.6% | +12.3% | +33.3% | -2.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling