+135.9%
BHB vs VT
+215.5%
-79.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.9% | -0.9% |
| 7D | +1.4% | -2.3% | +3.7% | +4.0% |
| 30D | +6.6% | -5.0% | +11.6% | +12.6% |
| 3M | +2.9% | -4.9% | +7.8% | +8.4% |
| 6M | +19.3% | -1.5% | +20.8% | +19.9% |
| YTD | +35.8% | +8.5% | +27.3% | +21.7% |
| 1Y | +47.9% | +11.4% | +36.6% | +28.4% |
| 3Y | +81.4% | +70.1% | +11.4% | -4.0% |
| 5Y | +57.9% | +53.7% | +4.2% | -6.4% |
| All | +135.9% | +215.5% | -79.6% | -44.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling