+789.2%
BELFA vs VT
+374.2%
+415.0%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.4% | +0.4% | -2.8% | -2.8% |
| 30D | -14.1% | +1.0% | -15.0% | -14.7% |
| 3M | -17.9% | +2.4% | -20.3% | -19.1% |
| 6M | +3.4% | +12.0% | -8.6% | -5.3% |
| YTD | +33.5% | +15.3% | +18.1% | +19.6% |
| 1Y | +70.9% | +22.6% | +48.4% | +46.5% |
| 3Y | +302.4% | +74.7% | +227.7% | +162.7% |
| 5Y | +1,277.9% | +66.1% | +1,211.8% | +829.8% |
| 10Y | +1,029.4% | +225.0% | +804.4% | +344.9% |
| All | +789.2% | +374.2% | +415.0% | +84.9% |
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