+76.9%
BELFA vs VT
+21.4%
+55.5%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.8% |
| 7D | +1.6% | +1.0% | +0.6% | -0.6% |
| 30D | -11.8% | -0.2% | -11.6% | -11.4% |
| 3M | -16.7% | +4.5% | -21.2% | -23.5% |
| 6M | +19.1% | +14.1% | +5.1% | -9.4% |
| YTD | +35.8% | +14.8% | +21.0% | +1.8% |
| 1Y | +76.9% | +21.2% | +55.7% | +12.1% |
| All | +76.9% | +21.4% | +55.5% | +12.1% |
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 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