-59.4%
BGIN vs VT
+17.8%
-77.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.9% | +3.9% |
| 7D | +2.3% | +0.4% | +1.8% | +1.4% |
| 30D | +18.5% | +1.0% | +17.6% | +16.8% |
| 3M | -27.0% | +2.4% | -29.4% | -29.8% |
| 6M | -32.3% | +12.0% | -44.3% | -47.4% |
| YTD | -19.7% | +15.3% | -35.1% | -41.7% |
| All | -59.4% | +17.8% | -77.1% | -73.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling