+541.9%
BEP vs VT
+374.2%
+167.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +0.2% | +0.4% | -0.2% | 0.0% |
| 30D | -2.7% | +1.0% | -3.7% | -3.2% |
| 3M | -13.2% | +2.4% | -15.5% | -14.4% |
| 6M | +5.7% | +12.0% | -6.3% | -1.0% |
| YTD | +20.6% | +15.3% | +5.3% | +11.1% |
| 1Y | +30.3% | +22.6% | +7.7% | +15.9% |
| 3Y | +43.1% | +74.7% | -31.5% | +5.0% |
| 5Y | -6.1% | +66.1% | -72.2% | -29.7% |
| 10Y | +212.1% | +225.0% | -12.9% | +69.6% |
| All | +541.9% | +374.2% | +167.7% | +189.5% |
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 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