+19.1%
BPYPP vs VT
+150.4%
-131.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -2.2% |
| 7D | +0.1% | -0.7% | +0.8% | +0.5% |
| 30D | -1.0% | -1.7% | +0.7% | +0.1% |
| 3M | -3.5% | -2.3% | -1.2% | -2.2% |
| 6M | +1.7% | +1.5% | +0.2% | 0.0% |
| YTD | +11.8% | +12.0% | -0.3% | +1.8% |
| 1Y | +9.4% | +12.9% | -3.5% | -0.9% |
| 3Y | +56.8% | +74.9% | -18.2% | -0.5% |
| 5Y | -3.5% | +59.9% | -63.4% | -34.2% |
| All | +19.1% | +150.4% | -131.3% | -53.4% |
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