+188.1%
BP vs VTV
+721.7%
-533.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.8% |
| 7D | +3.9% | +0.5% | +3.4% | +3.4% |
| 30D | +7.6% | +1.1% | +6.5% | +6.3% |
| 3M | +0.7% | +5.9% | -5.2% | -5.3% |
| 6M | +15.5% | +11.6% | +3.9% | +2.4% |
| YTD | +30.8% | +19.8% | +11.0% | +8.0% |
| 1Y | +34.3% | +26.2% | +8.1% | +5.0% |
| 3Y | +35.1% | +68.5% | -33.4% | -21.7% |
| 5Y | +126.8% | +79.9% | +47.0% | +23.3% |
| 10Y | +123.4% | +229.7% | -106.3% | -31.1% |
| All | +188.1% | +721.7% | -533.6% | -63.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling