+0.1%
BPYPP vs VT
+66.2%
-66.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | -1.7% | +1.0% | -2.7% | -2.1% |
| 30D | +1.6% | -0.2% | +1.9% | +1.7% |
| 3M | +5.9% | +4.5% | +1.3% | +3.7% |
| 6M | +6.7% | +14.1% | -7.4% | +0.4% |
| YTD | +17.5% | +14.8% | +2.8% | +10.3% |
| 1Y | +17.3% | +21.2% | -3.9% | +7.4% |
| 3Y | +50.0% | +76.6% | -26.6% | +15.8% |
| 5Y | +0.1% | +66.6% | -66.5% | -22.8% |
| All | +0.1% | +66.2% | -66.1% | -22.8% |
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