-62.4%
BFAM vs VT
+59.8%
-122.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.6% |
| 7D | -7.7% | -0.7% | -7.0% | -7.3% |
| 30D | -25.7% | -1.7% | -24.0% | -24.7% |
| 3M | -27.4% | -2.3% | -25.1% | -26.2% |
| 6M | -24.4% | +1.5% | -25.9% | -26.2% |
| YTD | -48.8% | +12.0% | -60.9% | -55.1% |
| 1Y | -48.5% | +12.9% | -61.4% | -55.2% |
| 3Y | -36.5% | +74.9% | -111.5% | -66.1% |
| 5Y | -62.4% | +59.9% | -122.3% | -78.7% |
| All | -62.4% | +59.8% | -122.2% | -78.7% |
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