-86.1%
BGS vs VT
+215.5%
-301.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | +7.8% | -2.3% | +10.1% | +9.0% |
| 30D | -1.2% | -5.0% | +3.8% | +1.1% |
| 3M | -24.6% | -4.9% | -19.7% | -22.9% |
| 6M | -50.9% | -1.5% | -49.4% | -50.8% |
| YTD | -36.2% | +8.5% | -44.7% | -39.0% |
| 1Y | -42.3% | +11.4% | -53.6% | -45.5% |
| 3Y | -59.7% | +70.1% | -129.7% | -69.2% |
| 5Y | -87.6% | +53.7% | -141.3% | -90.2% |
| All | -86.1% | +215.5% | -301.6% | -92.8% |
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