-61.7%
BGS vs VT
+75.0%
-136.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -6.5% | +0.4% | -7.0% | -6.7% |
| 30D | -6.5% | +1.0% | -7.5% | -6.9% |
| 3M | -14.7% | +2.4% | -17.1% | -15.7% |
| 6M | -40.4% | +12.0% | -52.4% | -43.9% |
| YTD | -18.6% | +15.3% | -34.0% | -24.6% |
| 1Y | -18.0% | +22.6% | -40.6% | -26.7% |
| All | -61.7% | +75.0% | -136.7% | -76.2% |
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