+12.8%
BPYPO vs VT
+144.7%
-131.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | -2.2% | +2.9% | -5.1% | -4.6% |
| 30D | -1.2% | -2.5% | +1.3% | +0.7% |
| 3M | -1.8% | -3.3% | +1.5% | +0.6% |
| 6M | +1.2% | +1.5% | -0.3% | -1.0% |
| YTD | +10.8% | +11.4% | -0.5% | -0.8% |
| 1Y | +8.0% | +11.9% | -3.9% | -3.8% |
| 3Y | +56.9% | +73.9% | -17.0% | -10.2% |
| 5Y | -6.4% | +57.9% | -64.3% | -41.0% |
| All | +12.8% | +144.7% | -131.9% | -64.1% |
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