+7.3%
BIPJ vs VT
+43.3%
-35.9%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | -0.3% | -2.3% | +2.0% | +0.2% |
| 30D | -4.8% | -5.0% | +0.1% | -3.9% |
| 3M | -8.1% | -4.9% | -3.2% | -7.2% |
| 6M | -7.5% | -1.5% | -5.9% | -7.3% |
| YTD | -4.1% | +8.5% | -12.6% | -6.3% |
| 1Y | -4.5% | +11.4% | -15.9% | -7.3% |
| All | +7.3% | +43.3% | -35.9% | -3.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling