+219.2%
BEP vs VT
+215.5%
+3.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.4% |
| 7D | +8.7% | -2.3% | +11.0% | +10.8% |
| 30D | +5.8% | -5.0% | +10.8% | +10.5% |
| 3M | -3.7% | -4.9% | +1.2% | +0.6% |
| 6M | -7.6% | -1.5% | -6.1% | -6.6% |
| YTD | +19.6% | +8.5% | +11.1% | +11.1% |
| 1Y | +4.0% | +11.4% | -7.3% | -5.6% |
| 3Y | +54.9% | +70.1% | -15.2% | -2.2% |
| 5Y | -2.1% | +53.7% | -55.8% | -33.1% |
| All | +219.2% | +215.5% | +3.6% | +13.8% |
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