+30.9%
BIZD vs VT
+66.2%
-35.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | -1.6% | +1.0% | -2.6% | -2.3% |
| 30D | -2.0% | -0.2% | -1.8% | -1.9% |
| 3M | +7.6% | +4.5% | +3.0% | +4.1% |
| 6M | +8.5% | +14.1% | -5.6% | -1.4% |
| YTD | -1.9% | +14.8% | -16.6% | -11.2% |
| 1Y | -8.3% | +21.2% | -29.5% | -20.3% |
| 3Y | +16.6% | +76.6% | -60.0% | -23.1% |
| 5Y | +30.9% | +66.6% | -35.7% | -12.9% |
| All | +30.9% | +66.2% | -35.3% | -12.9% |
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