+204.2%
BEP vs VT
+224.5%
-20.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +0.2% | +0.4% | -0.2% | -0.2% |
| 30D | -2.7% | +1.0% | -3.7% | -3.5% |
| 3M | -13.2% | +2.4% | -15.5% | -15.0% |
| 6M | +5.7% | +12.0% | -6.3% | -4.3% |
| YTD | +20.6% | +15.3% | +5.3% | +6.4% |
| 1Y | +30.3% | +22.6% | +7.7% | +9.0% |
| 3Y | +43.1% | +74.7% | -31.5% | -11.4% |
| 5Y | -6.1% | +66.1% | -72.2% | -39.9% |
| All | +204.2% | +224.5% | -20.3% | +9.5% |
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 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