+160.1%
BIDU vs VT
+346.0%
-185.9%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.7% |
| 7D | +7.2% | -2.3% | +9.5% | +10.0% |
| 30D | -4.0% | -5.0% | +0.9% | +1.8% |
| 3M | -25.1% | -4.9% | -20.2% | -20.5% |
| 6M | -41.8% | -1.5% | -40.2% | -40.5% |
| YTD | -37.3% | +8.5% | -45.8% | -42.4% |
| 1Y | -35.6% | +11.4% | -46.9% | -42.4% |
| 3Y | -24.5% | +70.1% | -94.5% | -58.3% |
| 5Y | -48.3% | +53.7% | -102.0% | -66.6% |
| 10Y | -51.2% | +220.0% | -271.1% | -85.4% |
| All | +160.1% | +346.0% | -185.9% | -51.3% |
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