+20.3%
BGH vs VT
+58.5%
-38.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.0% |
| 7D | -1.0% | +2.9% | -3.9% | -2.4% |
| 30D | -3.4% | -2.5% | -0.9% | -2.3% |
| 3M | -9.8% | -3.3% | -6.4% | -8.4% |
| 6M | -7.0% | +1.5% | -8.5% | -7.9% |
| YTD | -9.4% | +11.4% | -20.8% | -14.4% |
| 1Y | -8.7% | +11.9% | -20.6% | -14.0% |
| 3Y | +34.7% | +73.9% | -39.2% | +1.0% |
| 5Y | +20.3% | +57.9% | -37.6% | -6.4% |
| All | +20.3% | +58.5% | -38.3% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling