+943.5%
BELFB vs VT
+346.0%
+597.5%
-79.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.2% |
| 7D | -12.4% | -2.3% | -10.1% | -9.4% |
| 30D | -16.2% | -5.0% | -11.2% | -9.6% |
| 3M | -28.5% | -4.9% | -23.6% | -22.9% |
| 6M | -27.9% | -1.5% | -26.3% | -25.4% |
| YTD | +22.1% | +8.5% | +13.6% | +11.0% |
| 1Y | +29.3% | +11.4% | +17.9% | +13.8% |
| 3Y | +303.0% | +70.1% | +232.9% | +102.0% |
| 5Y | +1,338.7% | +53.7% | +1,284.9% | +728.9% |
| 10Y | +809.0% | +220.0% | +589.0% | +109.8% |
| All | +943.5% | +346.0% | +597.5% | +43.6% |
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