+216.0%
BIDU vs VT
+374.2%
-158.2%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.1% | +4.1% |
| 7D | +2.4% | +0.4% | +2.0% | +1.9% |
| 30D | -10.5% | +1.0% | -11.5% | -11.3% |
| 3M | -26.2% | +2.4% | -28.6% | -28.0% |
| 6M | -16.4% | +12.0% | -28.4% | -26.2% |
| YTD | -23.9% | +15.3% | -39.2% | -34.9% |
| 1Y | +1.3% | +22.6% | -21.3% | -18.8% |
| 3Y | -32.1% | +74.7% | -106.8% | -63.6% |
| 5Y | -39.0% | +66.1% | -105.1% | -64.0% |
| 10Y | -44.0% | +225.0% | -269.1% | -83.6% |
| All | +216.0% | +374.2% | -158.2% | -44.9% |
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