-95.9%
BEZ vs VT
+3.0%
-99.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.2% | -7.2% | -5.2% |
| 7D | +21.8% | -2.3% | +24.2% | +5.3% |
| 30D | +106.7% | -5.0% | +111.7% | +56.2% |
| 3M | -8.3% | -4.9% | -3.4% | -26.8% |
| 6M | -57.1% | -1.5% | -55.6% | -37.0% |
| All | -95.9% | +3.0% | -99.0% | -92.4% |
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