+46.5%
BKNG vs VT
+76.6%
-30.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.2% | -6.2% |
| 7D | -7.9% | +1.0% | -8.9% | -8.7% |
| 30D | -15.9% | -0.2% | -15.7% | -15.7% |
| 3M | +11.1% | +4.5% | +6.5% | +6.1% |
| 6M | -0.7% | +14.1% | -14.8% | -13.8% |
| YTD | -15.4% | +14.8% | -30.2% | -27.0% |
| 1Y | -18.5% | +21.2% | -39.7% | -33.8% |
| 3Y | +46.5% | +76.6% | -30.1% | -22.4% |
| All | +46.5% | +76.6% | -30.1% | -22.4% |
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