-71.0%
BHC vs VT
+53.4%
-124.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.5% | +2.5% |
| 7D | -0.2% | -2.3% | +2.1% | +3.0% |
| 30D | +33.0% | -5.0% | +38.0% | +42.6% |
| 3M | +38.4% | -4.9% | +43.3% | +47.8% |
| 6M | +44.8% | -1.5% | +46.3% | +46.4% |
| YTD | +17.7% | +8.5% | +9.2% | +3.8% |
| 1Y | +22.3% | +11.4% | +10.9% | +3.8% |
| 3Y | +9.8% | +70.1% | -60.3% | -51.9% |
| All | -71.0% | +53.4% | -124.4% | -85.1% |
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