+303.0%
BELFB vs VT
+69.7%
+233.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.1% |
| 7D | -12.4% | -2.3% | -10.1% | -8.7% |
| 30D | -16.2% | -5.0% | -11.2% | -7.9% |
| 3M | -28.5% | -4.9% | -23.6% | -21.6% |
| 6M | -27.9% | -1.5% | -26.3% | -24.9% |
| YTD | +22.1% | +8.5% | +13.6% | +8.4% |
| 1Y | +29.3% | +11.4% | +17.9% | +10.3% |
| 3Y | +303.0% | +70.1% | +232.9% | +87.5% |
| All | +303.0% | +69.7% | +233.2% | +87.5% |
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