+29.7%
BGDV vs VT
+31.2%
-1.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | +3.5% | +2.4% | +1.1% | +1.6% |
| 30D | +2.5% | -1.5% | +4.0% | +3.7% |
| 3M | -0.8% | -4.1% | +3.3% | +2.5% |
| 6M | +5.6% | +0.6% | +5.1% | +4.8% |
| YTD | +16.2% | +11.0% | +5.2% | +5.8% |
| 1Y | +19.3% | +13.3% | +6.0% | +6.7% |
| All | +29.7% | +31.2% | -1.5% | +1.2% |
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 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