+100.3%
BH vs VT
+53.4%
+46.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | -18.1% | -2.3% | -15.8% | -16.3% |
| 30D | -12.6% | -5.0% | -7.6% | -8.9% |
| 3M | -17.4% | -4.9% | -12.5% | -13.9% |
| 6M | +7.2% | -1.5% | +8.7% | +8.2% |
| YTD | -3.0% | +8.5% | -11.5% | -9.1% |
| 1Y | -10.8% | +11.4% | -22.2% | -18.1% |
| 3Y | +116.5% | +70.1% | +46.4% | +49.2% |
| All | +100.3% | +53.4% | +46.9% | +41.4% |
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 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