+114.6%
BJUL vs VT
+140.8%
-26.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | 0.0% |
| 7D | +0.1% | +0.4% | -0.2% | -0.1% |
| 30D | -2.2% | -2.6% | +0.4% | -0.5% |
| 3M | -1.1% | -3.2% | +2.1% | +1.1% |
| 6M | +3.1% | +0.9% | +2.2% | +2.2% |
| YTD | +8.3% | +11.3% | -3.0% | +0.2% |
| 1Y | +10.6% | +14.0% | -3.4% | +0.6% |
| 3Y | +57.7% | +75.8% | -18.1% | +6.2% |
| 5Y | +67.0% | +57.8% | +9.2% | +20.0% |
| All | +114.6% | +140.8% | -26.3% | +11.2% |
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 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