+1,087.8%
BELFB vs VT
+221.4%
+866.3%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.4% |
| 7D | +1.8% | +1.0% | +0.8% | +0.2% |
| 30D | -15.0% | -0.2% | -14.8% | -14.7% |
| 3M | -11.2% | +4.5% | -15.8% | -16.4% |
| 6M | +29.2% | +14.1% | +15.1% | +6.9% |
| YTD | +46.2% | +14.8% | +31.4% | +20.3% |
| 1Y | +75.3% | +21.2% | +54.1% | +33.8% |
| 3Y | +415.5% | +76.6% | +339.0% | +129.4% |
| 5Y | +1,872.5% | +66.6% | +1,805.9% | +865.5% |
| 10Y | +1,087.8% | +222.3% | +865.5% | +159.2% |
| All | +1,087.8% | +221.4% | +866.3% | +159.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling