+35.5%
BILI vs VT
+163.7%
-128.2%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -8.3% | +0.4% | -8.7% | -8.9% |
| 30D | -18.0% | +1.0% | -19.0% | -19.2% |
| 3M | -15.4% | +2.4% | -17.8% | -18.9% |
| 6M | -44.6% | +12.0% | -56.6% | -53.7% |
| YTD | -38.1% | +15.3% | -53.4% | -50.3% |
| 1Y | -32.3% | +22.6% | -54.9% | -50.4% |
| 3Y | -2.2% | +74.7% | -76.9% | -58.2% |
| 5Y | -82.3% | +66.1% | -148.4% | -91.2% |
| All | +35.5% | +163.7% | -128.2% | -55.2% |
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