+44.6%
BHB vs VT
+11.9%
+32.8%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | +0.3% | +2.9% | -2.6% | -0.8% |
| 30D | +8.4% | -2.5% | +10.9% | +9.3% |
| 3M | +3.4% | -3.3% | +6.7% | +4.6% |
| 6M | +22.3% | +1.5% | +20.8% | +21.0% |
| YTD | +37.1% | +11.4% | +25.7% | +28.9% |
| 1Y | +44.6% | +11.9% | +32.7% | +36.0% |
| All | +44.6% | +11.9% | +32.8% | +36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling