+128.2%
BSAC vs VT
+66.2%
+62.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +1.5% | +0.4% | +1.1% | +1.1% |
| 30D | +1.2% | +1.0% | +0.2% | +0.3% |
| 3M | +16.5% | +2.4% | +14.1% | +14.0% |
| 6M | +17.4% | +12.0% | +5.4% | +6.6% |
| YTD | +20.4% | +15.3% | +5.0% | +6.9% |
| 1Y | +49.7% | +22.6% | +27.1% | +26.5% |
| 3Y | +116.4% | +74.7% | +41.7% | +37.3% |
| All | +128.2% | +66.2% | +62.0% | +49.9% |
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