+30.4%
BILI vs VT
+148.0%
-117.6%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.6% | +2.5% |
| 7D | +15.6% | -2.3% | +17.9% | +19.4% |
| 30D | -1.7% | -5.0% | +3.2% | +5.9% |
| 3M | -21.4% | -4.9% | -16.5% | -15.6% |
| 6M | -34.5% | -1.5% | -32.9% | -33.7% |
| YTD | -40.4% | +8.5% | -48.9% | -47.7% |
| 1Y | -48.4% | +11.4% | -59.8% | -56.6% |
| 3Y | +0.8% | +70.1% | -69.2% | -55.5% |
| 5Y | -80.4% | +53.7% | -134.1% | -89.2% |
| All | +30.4% | +148.0% | -117.6% | -52.9% |
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