-96.8%
BEZ vs VT
+9.5%
-106.4%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.3% | 0.0% | -14.3% | -14.4% |
| 7D | -32.9% | +0.4% | -33.3% | -30.1% |
| 30D | -25.4% | +1.0% | -26.3% | -17.8% |
| 3M | -57.9% | +2.4% | -60.2% | -26.5% |
| 6M | -95.7% | +12.0% | -107.7% | -87.0% |
| All | -96.8% | +9.5% | -106.4% | -91.8% |
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 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