-21.9%
BEPH vs VT
+69.6%
-91.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.9% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | -4.3% | -3.1% | -1.2% | -3.0% |
| 3M | -8.0% | -3.5% | -4.5% | -6.6% |
| 6M | -6.1% | +0.5% | -6.5% | -6.5% |
| YTD | -4.0% | +10.8% | -14.8% | -8.8% |
| 1Y | -6.2% | +11.9% | -18.1% | -11.3% |
| 3Y | +22.7% | +73.0% | -50.3% | -7.5% |
| 5Y | -24.1% | +58.6% | -82.7% | -42.4% |
| All | -21.9% | +69.6% | -91.5% | -41.8% |
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