+9.7%
BEG vs VT
+9.2%
+0.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -32.8% | -4.1% | -28.7% | -2.1% |
| 7D | -47.3% | -4.2% | -43.1% | -23.5% |
| 30D | -72.5% | -5.8% | -66.7% | -51.7% |
| 3M | -61.7% | -5.2% | -56.4% | -32.9% |
| 6M | -84.2% | +0.1% | -84.3% | -76.3% |
| YTD | +16.1% | +8.2% | +7.9% | +5.9% |
| All | +9.7% | +9.2% | +0.4% | -10.8% |
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