+78.4%
BJ vs VT
+53.4%
+25.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.7% |
| 7D | +1.9% | -2.3% | +4.3% | +2.6% |
| 30D | +14.1% | -5.0% | +19.0% | +15.8% |
| 3M | +12.6% | -4.9% | +17.5% | +14.2% |
| 6M | +18.3% | -1.5% | +19.9% | +18.3% |
| YTD | +21.5% | +8.5% | +13.0% | +16.3% |
| 1Y | +23.1% | +11.4% | +11.7% | +16.4% |
| 3Y | +58.2% | +70.1% | -11.9% | +17.1% |
| All | +78.4% | +53.4% | +25.0% | +44.7% |
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