+88.8%
BINV vs VT
+84.7%
+4.1%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.0% |
| 7D | -0.7% | +1.0% | -1.7% | -1.4% |
| 30D | -2.7% | -0.2% | -2.4% | -2.5% |
| 3M | +7.3% | +4.5% | +2.8% | +3.4% |
| 6M | +8.4% | +14.1% | -5.7% | -2.8% |
| YTD | +12.9% | +14.8% | -1.9% | +0.7% |
| 1Y | +20.5% | +21.2% | -0.7% | +2.7% |
| All | +88.8% | +84.7% | +4.1% | +12.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling