+105.8%
BJRI vs VT
+74.4%
+31.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.1% |
| 7D | -8.3% | -0.1% | -8.2% | -8.1% |
| 30D | -7.1% | -3.1% | -4.1% | -3.8% |
| 3M | -19.0% | -3.5% | -15.5% | -15.8% |
| 6M | +30.2% | +0.5% | +29.7% | +28.2% |
| YTD | +41.1% | +10.8% | +30.3% | +23.2% |
| 1Y | +53.4% | +11.9% | +41.5% | +32.1% |
| 3Y | +105.8% | +73.0% | +32.8% | -16.0% |
| All | +105.8% | +74.4% | +31.4% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling