+22.2%
BPYPP vs VT
+142.5%
-120.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.4% | +2.5% |
| 7D | +8.3% | -2.3% | +10.7% | +10.1% |
| 30D | +1.0% | -5.0% | +6.0% | +4.6% |
| 3M | -1.3% | -4.9% | +3.6% | +2.1% |
| 6M | +1.2% | -1.5% | +2.7% | +1.7% |
| YTD | +14.6% | +8.5% | +6.1% | +6.9% |
| 1Y | +14.6% | +11.4% | +3.2% | +4.8% |
| 3Y | +59.9% | +70.1% | -10.2% | +3.6% |
| 5Y | -1.5% | +53.7% | -55.2% | -30.7% |
| All | +22.2% | +142.5% | -120.3% | -51.0% |
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 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