+507.4%
BJRI vs VT
+345.0%
+162.4%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.3% | -0.9% |
| 7D | -7.6% | -4.2% | -3.5% | -3.2% |
| 30D | -4.7% | -5.8% | +1.1% | +1.7% |
| 3M | -13.9% | -5.2% | -8.6% | -8.8% |
| 6M | +52.7% | +0.1% | +52.6% | +51.6% |
| YTD | +48.4% | +8.2% | +40.1% | +35.4% |
| 1Y | +63.3% | +10.1% | +53.2% | +46.3% |
| 3Y | +107.3% | +69.7% | +37.7% | +17.3% |
| 5Y | +55.9% | +53.4% | +2.5% | +0.4% |
| 10Y | +69.2% | +219.2% | -150.0% | -38.9% |
| All | +507.4% | +345.0% | +162.4% | +82.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling