-33.3%
BHF vs VT
+11.9%
-45.2%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +3.0% | +2.4% | +0.7% | +2.5% |
| 30D | -8.2% | -1.5% | -6.7% | -8.0% |
| 3M | -26.3% | -4.1% | -22.2% | -25.8% |
| 6M | -28.4% | +0.6% | -28.9% | -28.3% |
| YTD | -32.3% | +11.0% | -43.3% | -33.1% |
| 1Y | -33.3% | +13.3% | -46.6% | -34.2% |
| All | -33.3% | +11.9% | -45.2% | -34.2% |
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