+43.0%
BEPC vs VT
+133.0%
-90.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -28.7% |
| YTD | -14.6% | +15.3% | -29.9% | -25.5% |
| 1Y | -1.7% | +22.6% | -24.3% | -19.1% |
| 3Y | +31.8% | +74.7% | -42.8% | -22.0% |
| 5Y | -10.9% | +66.1% | -77.1% | -45.1% |
| All | +43.0% | +133.0% | -90.0% | -35.5% |
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