-85.0%
BGI vs VT
+224.5%
-309.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.5% | 0.0% | -11.5% | -11.5% |
| 7D | -14.4% | +0.4% | -14.9% | -14.4% |
| 30D | -52.6% | +3.6% | -56.2% | -54.7% |
| 3M | -57.3% | +2.4% | -59.7% | -58.8% |
| 6M | -64.5% | +12.0% | -76.5% | -68.7% |
| YTD | -70.5% | +15.3% | -85.9% | -74.8% |
| 1Y | -68.0% | +22.6% | -90.6% | -74.3% |
| 3Y | -92.1% | +74.7% | -166.8% | -95.5% |
| 5Y | -90.1% | +66.1% | -156.2% | -94.3% |
| All | -85.0% | +224.5% | -309.5% | -95.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling