-0.7%
BIV vs VT
+66.2%
-66.9%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.2% | +0.4% | -0.7% | -0.3% |
| 30D | -0.7% | +1.0% | -1.7% | -0.8% |
| 3M | -0.9% | +2.4% | -3.2% | -1.1% |
| 6M | -2.1% | +12.0% | -14.1% | -3.2% |
| YTD | -1.0% | +15.3% | -16.3% | -2.3% |
| 1Y | +0.3% | +22.6% | -22.3% | -1.6% |
| 3Y | +14.2% | +74.7% | -60.5% | +8.0% |
| All | -0.7% | +66.2% | -66.9% | -7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling