-23.0%
BEX vs VT
+9.3%
-32.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.6% | +4.0% |
| 7D | -31.5% | -2.3% | -29.2% | -15.4% |
| 30D | -69.4% | -5.0% | -64.4% | -49.3% |
| 3M | -56.2% | -4.9% | -51.3% | -24.9% |
| 6M | -81.3% | -1.5% | -79.7% | -68.5% |
| YTD | +30.0% | +8.5% | +21.5% | +12.8% |
| All | -23.0% | +9.3% | -32.4% | -42.4% |
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 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