+506.7%
BFLY vs VT
+69.7%
+436.9%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.3% |
| 7D | -0.3% | -2.3% | +2.0% | +6.9% |
| 30D | -23.0% | -5.0% | -18.0% | -9.9% |
| 3M | -23.3% | -4.9% | -18.4% | -10.1% |
| 6M | +40.0% | -1.5% | +41.5% | +52.5% |
| YTD | +67.6% | +8.5% | +59.1% | +40.9% |
| 1Y | +183.1% | +11.4% | +171.7% | +123.8% |
| 3Y | +506.7% | +70.1% | +436.6% | +89.6% |
| All | +506.7% | +69.7% | +436.9% | +89.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling