-99.8%
BIVI vs VT
+121.1%
-220.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +4.3% |
| 7D | -7.6% | +1.0% | -8.6% | -9.3% |
| 30D | +107.2% | -0.2% | +107.4% | +108.7% |
| 3M | +24.0% | +4.5% | +19.4% | +15.6% |
| 6M | +52.2% | +14.1% | +38.1% | +23.8% |
| YTD | +78.4% | +14.8% | +63.7% | +44.3% |
| 1Y | +15.0% | +21.2% | -6.2% | -14.3% |
| 3Y | -99.4% | +76.6% | -176.0% | -99.7% |
| 5Y | -99.7% | +66.6% | -166.3% | -99.8% |
| All | -99.8% | +121.1% | -220.9% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling