-97.6%
BGL vs VT
+23.4%
-120.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.0% | -0.5% |
| 7D | 0.0% | +0.1% | -0.1% | -0.2% |
| 30D | -1.5% | +0.8% | -2.3% | -3.3% |
| 3M | -62.7% | +2.8% | -65.4% | -65.3% |
| 6M | -89.4% | +13.0% | -102.4% | -92.5% |
| YTD | -89.6% | +15.4% | -105.0% | -92.9% |
| All | -97.6% | +23.4% | -120.9% | -98.3% |
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