+141.3%
BP vs VTV
+78.5%
+62.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.5% |
| 7D | +5.7% | -2.1% | +7.8% | +7.6% |
| 30D | +8.1% | -1.3% | +9.4% | +9.2% |
| 3M | +8.6% | +5.6% | +3.0% | +3.0% |
| 6M | +18.1% | +12.4% | +5.7% | +5.3% |
| YTD | +37.6% | +17.6% | +20.0% | +17.4% |
| 1Y | +39.4% | +23.5% | +15.9% | +13.3% |
| 3Y | +40.1% | +67.0% | -27.0% | -16.8% |
| 5Y | +141.3% | +80.5% | +60.8% | +30.9% |
| All | +141.3% | +78.5% | +62.8% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 5y: compounded portfolio wealth divided by compounded VTV 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…
5y analysis · Full analysis span regression · 6 months rolling