+135.0%
BIZD vs VT
+305.7%
-170.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.6% | -1.6% | -1.0% |
| 7D | +0.7% | +0.4% | +0.3% | +0.3% |
| 30D | +4.7% | -2.6% | +7.3% | +6.6% |
| 3M | -2.4% | -3.2% | +0.9% | -0.1% |
| 6M | +3.5% | +0.9% | +2.5% | +2.3% |
| YTD | -2.2% | +11.3% | -13.5% | -10.4% |
| 1Y | +0.5% | +14.0% | -13.5% | -9.6% |
| 3Y | +14.1% | +75.8% | -61.7% | -26.9% |
| 5Y | +24.9% | +57.8% | -33.0% | -13.7% |
| 10Y | +107.1% | +219.8% | -112.7% | -15.8% |
| All | +135.0% | +305.7% | -170.7% | -21.3% |
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