-55.7%
BIRD vs VT
+23.3%
-79.0%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.5% | +2.5% |
| 7D | -0.8% | +0.4% | -1.2% | -1.7% |
| 30D | +23.7% | +1.0% | +22.7% | +21.5% |
| 3M | -30.2% | +2.4% | -32.6% | -33.4% |
| 6M | +3.3% | +12.0% | -8.7% | -19.3% |
| YTD | -29.7% | +15.3% | -45.1% | -47.9% |
| 1Y | -55.7% | +22.6% | -78.3% | -70.4% |
| All | -55.7% | +23.3% | -79.0% | -70.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling