+318.0%
BHRB vs VT
+374.2%
-56.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.9% | +0.4% | +0.4% | +0.9% |
| 30D | -1.6% | +1.0% | -2.6% | -1.7% |
| 3M | +14.6% | +2.4% | +12.2% | +14.4% |
| 6M | +12.7% | +12.0% | +0.7% | +11.9% |
| YTD | +19.0% | +15.3% | +3.7% | +18.0% |
| 1Y | +17.1% | +22.6% | -5.5% | +15.8% |
| 3Y | +59.2% | +74.7% | -15.4% | +56.5% |
| 5Y | +54.3% | +66.1% | -11.9% | +51.2% |
| 10Y | +117.5% | +225.0% | -107.5% | +120.9% |
| All | +318.0% | +374.2% | -56.2% | +362.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling