-50.7%
BGDE vs VT
+72.7%
-123.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.2% | -3.6% |
| 7D | -6.5% | -2.0% | -4.5% | -0.8% |
| 30D | +3.5% | -1.4% | +4.9% | +8.5% |
| 3M | -2.7% | +4.7% | -7.4% | -11.1% |
| 6M | +125.8% | +11.4% | +114.5% | +87.0% |
| YTD | +47.5% | +13.1% | +34.5% | +20.4% |
| 1Y | -11.3% | +19.0% | -30.3% | -34.2% |
| All | -50.7% | +72.7% | -123.4% | -77.2% |
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