-87.0%
BGS vs VT
+60.6%
-147.6%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.7% | +5.8% | +6.7% |
| 7D | +24.8% | -0.3% | +25.1% | +24.9% |
| 30D | +1.2% | -1.4% | +2.6% | +1.8% |
| 3M | -25.5% | -1.4% | -24.1% | -25.1% |
| 6M | -49.4% | +5.5% | -54.8% | -51.1% |
| YTD | -34.4% | +12.8% | -47.3% | -39.0% |
| 1Y | -24.9% | +15.4% | -40.3% | -31.1% |
| 3Y | -59.2% | +76.9% | -136.0% | -71.2% |
| 5Y | -87.0% | +60.4% | -147.4% | -90.7% |
| All | -87.0% | +60.6% | -147.6% | -90.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling