+14.5%
BPAY vs VT
+86.0%
-71.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +2.0% |
| 7D | 0.0% | +2.4% | -2.3% | -2.9% |
| 30D | -1.5% | -1.5% | 0.0% | +0.3% |
| 3M | -11.8% | -4.1% | -7.7% | -7.0% |
| 6M | +1.8% | +0.6% | +1.3% | +1.0% |
| YTD | -9.5% | +11.0% | -20.6% | -21.0% |
| 1Y | -9.9% | +13.3% | -23.3% | -23.3% |
| 3Y | +34.8% | +73.4% | -38.6% | -32.1% |
| All | +14.5% | +86.0% | -71.5% | -46.6% |
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