-96.7%
BEZ vs VT
+7.2%
-103.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +1.7% | +11.3% | +25.8% |
| 7D | +21.6% | -0.3% | +21.9% | +17.8% |
| 30D | +61.7% | -1.4% | +63.2% | +53.3% |
| 3M | -26.3% | -1.4% | -25.0% | -26.6% |
| 6M | -64.8% | +5.5% | -70.2% | -23.6% |
| All | -96.7% | +7.2% | -103.9% | -92.2% |
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