+70.8%
BPRN vs VT
+172.5%
-101.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.0% | +1.1% |
| 7D | +3.6% | -2.3% | +5.9% | +5.5% |
| 30D | +3.8% | -5.0% | +8.8% | +7.9% |
| 3M | +5.4% | -4.9% | +10.3% | +9.4% |
| 6M | +28.2% | -1.5% | +29.7% | +28.9% |
| YTD | +32.0% | +8.5% | +23.5% | +22.1% |
| 1Y | +38.9% | +11.4% | +27.6% | +25.7% |
| 3Y | +52.8% | +70.1% | -17.3% | -4.3% |
| 5Y | +75.4% | +53.7% | +21.6% | +19.1% |
| All | +70.8% | +172.5% | -101.7% | -29.0% |
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 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