-10.4%
BEPC vs VT
+66.2%
-76.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.5% | +0.4% | -0.9% | -0.9% |
| 30D | -3.5% | +1.0% | -4.5% | -4.3% |
| 3M | -17.2% | +2.4% | -19.6% | -19.2% |
| 6M | -20.6% | +12.0% | -32.6% | -28.6% |
| YTD | -14.6% | +15.3% | -29.9% | -25.3% |
| 1Y | -1.7% | +22.6% | -24.3% | -18.9% |
| 3Y | +31.8% | +74.7% | -42.8% | -21.2% |
| All | -10.4% | +66.2% | -76.6% | -45.9% |
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