-49.2%
BESS vs VT
+23.3%
-72.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | +4.1% | +0.4% | +3.6% | +3.5% |
| 30D | +4.1% | +1.0% | +3.1% | +2.6% |
| 3M | 0.0% | +2.4% | -2.4% | -3.4% |
| 6M | -6.2% | +12.0% | -18.2% | -13.3% |
| YTD | -71.0% | +15.3% | -86.3% | -73.2% |
| 1Y | -49.2% | +22.6% | -71.8% | -60.4% |
| All | -49.2% | +23.3% | -72.5% | -60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling