+60.5%
BJRI vs VT
+10.5%
+50.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.0% | -5.0% |
| 7D | -11.0% | -2.3% | -8.7% | -9.1% |
| 30D | -6.2% | -5.0% | -1.2% | -2.1% |
| 3M | -20.3% | -4.9% | -15.5% | -17.0% |
| 6M | +39.0% | -1.5% | +40.5% | +39.0% |
| YTD | +41.3% | +8.5% | +32.8% | +28.1% |
| 1Y | +60.5% | +11.4% | +49.1% | +39.7% |
| All | +60.5% | +10.5% | +50.0% | +39.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling