+57.1%
BJRI vs VT
+223.7%
-166.6%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | -0.3% |
| 7D | -8.6% | +0.4% | -9.0% | -9.1% |
| 30D | -3.6% | -2.6% | -1.0% | +0.2% |
| 3M | -17.0% | -3.2% | -13.8% | -13.0% |
| 6M | +35.2% | +0.9% | +34.2% | +31.5% |
| YTD | +46.5% | +11.3% | +35.2% | +22.2% |
| 1Y | +65.0% | +14.0% | +51.0% | +32.5% |
| 3Y | +114.1% | +75.8% | +38.2% | -14.7% |
| 5Y | +56.4% | +57.8% | -1.4% | -24.1% |
| 10Y | +57.1% | +219.8% | -162.7% | -67.6% |
| All | +57.1% | +223.7% | -166.6% | -67.6% |
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