+8.5%
BEPJ vs VT
+44.0%
-35.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | +2.5% | -2.3% | +4.8% | +3.0% |
| 30D | +1.5% | -5.0% | +6.5% | +2.7% |
| 3M | -6.5% | -4.9% | -1.6% | -5.4% |
| 6M | -6.6% | -1.5% | -5.1% | -6.3% |
| YTD | -3.7% | +8.5% | -12.2% | -5.9% |
| 1Y | -5.3% | +11.4% | -16.6% | -8.1% |
| All | +8.5% | +44.0% | -35.4% | -3.0% |
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