-19.1%
BFLY vs VT
+57.0%
-76.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.3% | -8.6% | -8.1% |
| 7D | -4.6% | +2.4% | -6.9% | -9.8% |
| 30D | -20.0% | -1.5% | -18.5% | -15.2% |
| 3M | -31.4% | -4.1% | -27.3% | -21.7% |
| 6M | +55.1% | +0.6% | +54.5% | +60.0% |
| YTD | +60.0% | +11.0% | +49.0% | +28.6% |
| 1Y | +193.7% | +13.3% | +180.4% | +126.4% |
| 3Y | +447.7% | +73.4% | +374.4% | +68.2% |
| All | -19.1% | +57.0% | -76.2% | -64.8% |
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