+100.7%
BJRI vs VT
+69.7%
+30.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.2% | -5.0% | -5.0% |
| 7D | -11.0% | -2.3% | -8.7% | -8.5% |
| 30D | -6.2% | -5.0% | -1.2% | -0.6% |
| 3M | -20.3% | -4.9% | -15.5% | -15.8% |
| 6M | +39.0% | -1.5% | +40.5% | +40.0% |
| YTD | +41.3% | +8.5% | +32.8% | +26.3% |
| 1Y | +60.5% | +11.4% | +49.1% | +38.6% |
| 3Y | +100.7% | +70.1% | +30.6% | -15.2% |
| All | +100.7% | +69.7% | +30.9% | -15.2% |
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