+113.0%
BIAF vs VT
+23.3%
+89.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | 0.0% | +19.5% | +19.5% |
| 7D | +213.6% | +0.4% | +213.1% | +214.4% |
| 30D | +2,781.1% | +1.0% | +2,780.2% | +2,755.3% |
| 3M | +712.2% | +2.4% | +709.9% | +677.5% |
| 6M | +1,382.5% | +12.0% | +1,370.5% | +958.9% |
| YTD | +1,194.1% | +15.3% | +1,178.7% | +716.7% |
| 1Y | +113.0% | +22.6% | +90.4% | -43.6% |
| All | +113.0% | +23.3% | +89.6% | -43.6% |
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