+12.7%
BIVI vs VT
+13.3%
-0.6%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +26.3% | 0.0% | +26.2% | +26.2% |
| 7D | +20.1% | -1.6% | +21.7% | +23.8% |
| 30D | +18.5% | -2.5% | +21.0% | +24.5% |
| 3M | +6.8% | -1.3% | +8.1% | +9.8% |
| 6M | +3.0% | +3.1% | -0.1% | -2.2% |
| YTD | +49.1% | +10.9% | +38.2% | +20.4% |
| All | +12.7% | +13.3% | -0.6% | -16.0% |
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