+145.3%
BPOP vs VT
+69.7%
+75.5%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.1% |
| 7D | -0.1% | -2.3% | +2.3% | +2.0% |
| 30D | +0.6% | -5.0% | +5.6% | +5.4% |
| 3M | -10.7% | -4.9% | -5.8% | -6.6% |
| 6M | +5.4% | -1.5% | +7.0% | +6.2% |
| YTD | +27.8% | +8.5% | +19.3% | +16.2% |
| 1Y | +42.1% | +11.4% | +30.7% | +25.5% |
| 3Y | +145.3% | +70.1% | +75.2% | +22.7% |
| All | +145.3% | +69.7% | +75.5% | +22.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling