+91.7%
BJUN vs VT
+151.5%
-59.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.1% |
| 7D | +1.8% | +2.4% | -0.5% | +0.3% |
| 30D | -1.4% | -1.5% | +0.1% | -0.4% |
| 3M | -1.7% | -4.1% | +2.4% | +1.0% |
| 6M | +1.0% | +0.6% | +0.5% | +0.5% |
| YTD | +5.3% | +11.0% | -5.7% | -2.1% |
| 1Y | +7.4% | +13.3% | -6.0% | -1.6% |
| 3Y | +46.3% | +73.4% | -27.1% | +0.5% |
| 5Y | +44.0% | +57.4% | -13.5% | +4.6% |
| All | +91.7% | +151.5% | -59.8% | -2.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling