+38.8%
BEG vs VT
+12.0%
+26.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -0.3% | -10.4% | -8.4% |
| 7D | +17.6% | +2.4% | +15.2% | +2.9% |
| 30D | -45.6% | -1.5% | -44.1% | -30.2% |
| 3M | -51.6% | -4.1% | -47.5% | -19.3% |
| 6M | -79.0% | +0.6% | -79.6% | -69.4% |
| YTD | +47.0% | +11.0% | +35.9% | +15.5% |
| All | +38.8% | +12.0% | +26.8% | -2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling