+1,342.6%
BELFB vs VT
+53.4%
+1,289.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.2% |
| 7D | -12.4% | -2.3% | -10.1% | -9.3% |
| 30D | -16.2% | -5.0% | -11.2% | -9.4% |
| 3M | -28.5% | -4.9% | -23.6% | -22.8% |
| 6M | -27.9% | -1.5% | -26.3% | -25.2% |
| YTD | +22.1% | +8.5% | +13.6% | +11.3% |
| 1Y | +29.3% | +11.4% | +17.9% | +14.2% |
| 3Y | +303.0% | +70.1% | +232.9% | +115.9% |
| All | +1,342.6% | +53.4% | +1,289.2% | +765.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling