+1,515.1%
BIB vs VT
+380.7%
+1,134.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.1% |
| 7D | -2.3% | -2.3% | 0.0% | +2.4% |
| 30D | +9.6% | -5.0% | +14.5% | +20.9% |
| 3M | +14.7% | -4.9% | +19.6% | +26.5% |
| 6M | +36.4% | -1.5% | +37.9% | +40.4% |
| YTD | +47.7% | +8.5% | +39.2% | +27.9% |
| 1Y | +68.0% | +11.4% | +56.6% | +38.8% |
| 3Y | +167.0% | +70.1% | +97.0% | +4.0% |
| 5Y | +34.6% | +53.7% | -19.1% | -33.6% |
| 10Y | +232.2% | +220.0% | +12.3% | -50.9% |
| All | +1,515.1% | +380.7% | +1,134.3% | +75.2% |
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