-44.4%
BGIN vs VT
+13.7%
-58.0%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +49.2% | -0.6% | +49.8% | +50.2% |
| 7D | +78.1% | +2.9% | +75.2% | +69.8% |
| 30D | +30.8% | -2.5% | +33.3% | +36.9% |
| 3M | +62.4% | -3.3% | +65.7% | +72.3% |
| 6M | -30.8% | +1.5% | -32.4% | -33.5% |
| YTD | +10.0% | +11.4% | -1.4% | -15.2% |
| 1Y | -21.6% | +11.9% | -33.5% | -45.3% |
| All | -44.4% | +13.7% | -58.0% | -60.9% |
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