+33.0%
BEG vs VT
+11.8%
+21.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.5% | -8.1% | -5.0% |
| 7D | -29.3% | -0.1% | -29.1% | -24.5% |
| 30D | -62.3% | -3.1% | -59.2% | -45.7% |
| 3M | -42.1% | -3.5% | -38.6% | -9.1% |
| 6M | -75.3% | +0.5% | -75.7% | -64.2% |
| YTD | +40.9% | +10.8% | +30.1% | +10.4% |
| All | +33.0% | +11.8% | +21.3% | -7.0% |
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