+66.9%
BPRN vs VT
+189.7%
-122.8%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +3.0% | +0.4% | +2.6% | +2.7% |
| 30D | +3.3% | +1.0% | +2.4% | +2.5% |
| 3M | +26.8% | +2.4% | +24.4% | +23.9% |
| 6M | +29.6% | +12.0% | +17.6% | +17.3% |
| YTD | +29.0% | +15.3% | +13.6% | +13.9% |
| 1Y | +37.1% | +22.6% | +14.5% | +14.8% |
| 3Y | +66.0% | +74.7% | -8.7% | +2.2% |
| 5Y | +73.0% | +66.1% | +6.9% | +9.9% |
| All | +66.9% | +189.7% | -122.8% | -33.7% |
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 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