-61.4%
BGS vs VT
+73.6%
-135.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.9% | -0.8% |
| 7D | +14.9% | -1.6% | +16.5% | +15.6% |
| 30D | -11.2% | -2.5% | -8.7% | -10.4% |
| 3M | -30.9% | -1.3% | -29.6% | -30.7% |
| 6M | -54.4% | +3.1% | -57.5% | -55.4% |
| YTD | -39.0% | +10.9% | -50.0% | -42.3% |
| 1Y | -31.6% | +12.1% | -43.6% | -35.6% |
| All | -61.4% | +73.6% | -135.0% | -78.4% |
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