-54.3%
BIRD vs VT
+19.6%
-74.0%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -1.7% |
| 7D | -3.2% | -1.1% | -2.1% | -0.6% |
| 30D | +9.0% | -1.0% | +10.0% | +12.1% |
| 3M | -28.1% | +3.2% | -31.2% | -33.2% |
| 6M | -13.3% | +12.5% | -25.8% | -32.6% |
| YTD | -31.9% | +14.1% | -46.0% | -48.4% |
| 1Y | -54.3% | +18.9% | -73.2% | -69.1% |
| All | -54.3% | +19.6% | -74.0% | -69.1% |
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