-62.7%
BGIN vs VT
+14.4%
-77.1%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.1% | +1.1% | +11.0% | +10.1% |
| 7D | +2.8% | -0.7% | +3.5% | +4.9% |
| 30D | -14.0% | -1.7% | -12.2% | -10.8% |
| 3M | +4.3% | -2.3% | +6.6% | +9.2% |
| 6M | -53.0% | +1.5% | -54.6% | -54.5% |
| YTD | -26.3% | +12.0% | -38.3% | -43.5% |
| 1Y | -47.6% | +12.9% | -60.5% | -63.6% |
| All | -62.7% | +14.4% | -77.1% | -74.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling