+117.1%
BPOP vs VT
+53.2%
+63.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.4% | +2.4% |
| 7D | -1.5% | -4.2% | +2.6% | +2.7% |
| 30D | -1.4% | -5.8% | +4.4% | +4.6% |
| 3M | -11.6% | -5.2% | -6.4% | -6.9% |
| 6M | +6.3% | +0.1% | +6.2% | +5.3% |
| YTD | +27.4% | +8.2% | +19.2% | +15.9% |
| 1Y | +41.4% | +10.1% | +31.3% | +26.2% |
| 3Y | +143.0% | +69.7% | +73.3% | +36.2% |
| 5Y | +117.1% | +53.4% | +63.7% | +40.8% |
| All | +117.1% | +53.2% | +63.9% | +40.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling