-33.0%
BHF vs VT
+11.9%
-44.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.6% |
| 7D | +7.3% | +2.9% | +4.4% | +6.6% |
| 30D | -8.0% | -2.5% | -5.5% | -7.6% |
| 3M | -26.3% | -3.3% | -22.9% | -25.9% |
| 6M | -27.8% | +1.5% | -29.3% | -27.9% |
| YTD | -31.9% | +11.4% | -43.3% | -32.9% |
| 1Y | -33.0% | +11.9% | -44.9% | -33.9% |
| All | -33.0% | +11.9% | -44.9% | -33.9% |
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