+138.8%
BH vs VT
+57.4%
+81.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.9% | +2.6% | +13.3% | +13.7% |
| 7D | -3.8% | +0.4% | -4.1% | -3.6% |
| 30D | +2.7% | -2.6% | +5.3% | +5.2% |
| 3M | -3.4% | -3.2% | -0.1% | -0.5% |
| 6M | +21.8% | +0.9% | +20.8% | +20.8% |
| YTD | +12.4% | +11.3% | +1.1% | +3.4% |
| 1Y | +3.8% | +14.0% | -10.2% | -6.3% |
| 3Y | +161.3% | +75.8% | +85.5% | +76.0% |
| 5Y | +138.8% | +57.8% | +81.0% | +65.3% |
| All | +138.8% | +57.4% | +81.4% | +65.3% |
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