-15.1%
BGDE vs VT
+19.6%
-34.8%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +0.9% | +8.5% | +5.1% |
| 7D | -1.2% | -1.1% | -0.1% | +4.6% |
| 30D | +6.1% | -1.0% | +7.1% | +12.2% |
| 3M | -5.6% | +3.2% | -8.7% | -15.3% |
| 6M | +149.6% | +12.5% | +137.1% | +61.2% |
| YTD | +61.3% | +14.1% | +47.2% | +1.8% |
| 1Y | -15.1% | +18.9% | -34.0% | -41.3% |
| All | -15.1% | +19.6% | -34.8% | -41.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling