+110.4%
BHRB vs VT
+223.7%
-113.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | +0.5% |
| 7D | -1.9% | +0.4% | -2.3% | -2.0% |
| 30D | +2.6% | -2.6% | +5.2% | +3.3% |
| 3M | -3.0% | -3.2% | +0.2% | -2.2% |
| 6M | +12.6% | +0.9% | +11.6% | +12.2% |
| YTD | +16.2% | +11.3% | +4.9% | +12.9% |
| 1Y | +21.0% | +14.0% | +7.0% | +16.8% |
| 3Y | +77.5% | +75.8% | +1.7% | +60.9% |
| 5Y | +53.0% | +57.8% | -4.8% | +38.5% |
| 10Y | +110.4% | +219.8% | -109.4% | +85.7% |
| All | +110.4% | +223.7% | -113.3% | +85.7% |
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