+187.8%
BIBL vs VT
+169.0%
+18.8%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.3% | +0.4% | -0.7% | -0.7% |
| 30D | -1.5% | +1.0% | -2.5% | -2.6% |
| 3M | -0.6% | +2.4% | -3.0% | -3.1% |
| 6M | +12.1% | +12.0% | +0.1% | -1.0% |
| YTD | +23.3% | +15.3% | +8.0% | +5.5% |
| 1Y | +29.4% | +22.6% | +6.8% | +3.6% |
| 3Y | +71.1% | +74.7% | -3.6% | -6.6% |
| 5Y | +49.6% | +66.1% | -16.5% | -13.3% |
| All | +187.8% | +169.0% | +18.8% | +1.1% |
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