-37.6%
BFLY vs VT
+53.4%
-91.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.3% |
| 7D | -0.3% | -2.3% | +2.0% | +6.5% |
| 30D | -23.0% | -5.0% | -18.0% | -10.7% |
| 3M | -23.3% | -4.9% | -18.4% | -10.9% |
| 6M | +40.0% | -1.5% | +41.5% | +51.9% |
| YTD | +67.6% | +8.5% | +59.1% | +42.5% |
| 1Y | +183.1% | +11.4% | +171.7% | +127.9% |
| 3Y | +506.7% | +70.1% | +436.6% | +94.8% |
| All | -37.6% | +53.4% | -91.0% | -71.5% |
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