+16.9%
BGRN vs VT
+165.4%
-148.5%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.1% |
| 7D | -0.3% | -0.7% | +0.4% | -0.2% |
| 30D | +0.9% | -1.7% | +2.7% | +1.0% |
| 3M | -0.7% | -2.3% | +1.6% | -0.6% |
| 6M | -1.0% | +1.5% | -2.5% | -1.1% |
| YTD | -0.6% | +12.0% | -12.7% | -1.3% |
| 1Y | -0.3% | +12.9% | -13.2% | -1.0% |
| 3Y | +15.9% | +74.9% | -59.0% | +12.5% |
| 5Y | +0.9% | +59.9% | -59.0% | -2.4% |
| All | +16.9% | +165.4% | -148.5% | +12.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling