+28.6%
BHYB vs VT
+89.2%
-60.5%
-4.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +0.1% | +1.0% | -0.9% | -0.1% |
| 30D | 0.0% | -0.2% | +0.3% | +0.1% |
| 3M | +1.1% | +4.5% | -3.4% | 0.0% |
| 6M | +2.4% | +14.1% | -11.7% | -1.0% |
| YTD | +2.7% | +14.8% | -12.1% | -1.0% |
| 1Y | +4.6% | +21.2% | -16.6% | -0.6% |
| All | +28.6% | +89.2% | -60.5% | +2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling