-70.0%
BGDE vs VT
+74.0%
-144.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +5.7% |
| 7D | -5.1% | +2.4% | -7.4% | -11.6% |
| 30D | -38.3% | -1.5% | -36.8% | -35.5% |
| 3M | -50.5% | -4.1% | -46.4% | -43.1% |
| 6M | -50.0% | +0.6% | -50.6% | -48.3% |
| YTD | -28.7% | +11.0% | -39.8% | -39.0% |
| 1Y | -74.6% | +13.3% | -87.9% | -79.3% |
| 3Y | -70.0% | +73.4% | -143.4% | -77.9% |
| All | -70.0% | +74.0% | -144.0% | -77.9% |
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