+68.1%
BEG vs VT
+13.1%
+55.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.3% | +1.1% | +25.2% | +17.6% |
| 7D | +3.0% | -0.7% | +3.7% | +20.0% |
| 30D | -45.6% | -1.7% | -43.9% | -28.4% |
| 3M | -27.4% | -2.3% | -25.1% | +5.2% |
| 6M | -73.7% | +1.5% | -75.3% | -64.5% |
| YTD | +78.0% | +12.0% | +65.9% | +29.8% |
| All | +68.1% | +13.1% | +55.0% | +9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling