+8.5%
BFRZ vs VT
+32.9%
-24.5%
-3.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.4% | -0.2% |
| 7D | -0.8% | -0.3% | -0.5% | -0.7% |
| 30D | -1.0% | -1.4% | +0.4% | -0.6% |
| 3M | -0.3% | -1.4% | +1.1% | +0.1% |
| 6M | +2.3% | +5.5% | -3.2% | +0.6% |
| YTD | +1.0% | +12.8% | -11.8% | -2.6% |
| 1Y | +1.1% | +15.4% | -14.4% | -3.2% |
| All | +8.5% | +32.9% | -24.5% | +2.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling