-0.5%
BPYPN vs VT
+119.6%
-120.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.0% |
| 7D | -0.7% | -0.1% | -0.5% | -0.5% |
| 30D | +1.6% | -0.7% | +2.3% | +2.2% |
| 3M | +3.5% | +4.0% | -0.5% | -0.7% |
| 6M | +6.7% | +12.3% | -5.6% | -5.4% |
| YTD | +11.7% | +14.0% | -2.3% | -2.7% |
| 1Y | +13.4% | +20.3% | -6.9% | -6.7% |
| 3Y | +46.7% | +75.4% | -28.7% | -21.2% |
| 5Y | -6.4% | +66.0% | -72.4% | -47.4% |
| All | -0.5% | +119.6% | -120.1% | -71.6% |
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