-95.6%
BEZ vs VT
+2.8%
-98.4%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +32.5% | -4.1% | +36.6% | +1.7% |
| 7D | +53.8% | -4.2% | +58.0% | +16.0% |
| 30D | +128.7% | -5.8% | +134.5% | +61.7% |
| 3M | +3.0% | -5.2% | +8.2% | -20.1% |
| 6M | -51.0% | +0.1% | -51.1% | -22.9% |
| All | -95.6% | +2.8% | -98.4% | -92.0% |
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