+3,785.7%
BKNG vs VT
+374.2%
+3,411.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -6.0% | +0.4% | -6.4% | -6.4% |
| 30D | -6.6% | +1.0% | -7.6% | -7.6% |
| 3M | +15.7% | +2.4% | +13.3% | +12.5% |
| 6M | +14.1% | +12.0% | +2.1% | +0.7% |
| YTD | -9.3% | +15.3% | -24.7% | -22.3% |
| 1Y | -12.8% | +22.6% | -35.3% | -29.8% |
| 3Y | +58.4% | +74.7% | -16.2% | -11.3% |
| 5Y | +114.1% | +66.1% | +48.0% | +28.6% |
| 10Y | +246.8% | +225.0% | +21.8% | +12.1% |
| All | +3,785.7% | +374.2% | +3,411.6% | +790.1% |
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