+30.4%
BPAY vs VT
+93.2%
-62.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.0% | +0.4% | +0.5% | +0.4% |
| 30D | +0.9% | +1.0% | -0.1% | -0.3% |
| 3M | +15.3% | +2.4% | +12.9% | +11.9% |
| 6M | +17.1% | +12.0% | +5.1% | +1.2% |
| YTD | +3.1% | +15.3% | -12.3% | -14.1% |
| 1Y | -9.0% | +22.6% | -31.6% | -29.7% |
| 3Y | +38.8% | +74.7% | -35.9% | -30.6% |
| All | +30.4% | +93.2% | -62.8% | -42.0% |
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