-99.8%
BIVI vs VT
+122.2%
-222.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.4% |
| 7D | -7.4% | +0.4% | -7.9% | -8.2% |
| 30D | -2.0% | +1.0% | -2.9% | -3.6% |
| 3M | +16.3% | +2.4% | +13.9% | +12.6% |
| 6M | +37.9% | +12.0% | +25.9% | +15.8% |
| YTD | +72.4% | +15.3% | +57.1% | +38.3% |
| 1Y | +25.8% | +22.6% | +3.2% | -8.0% |
| 3Y | -99.4% | +74.7% | -174.0% | -99.7% |
| 5Y | -99.7% | +66.1% | -165.9% | -99.9% |
| All | -99.8% | +122.2% | -222.0% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling