+126.8%
BSAC vs VT
+53.2%
+73.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +1.8% | +1.3% |
| 7D | +2.7% | -4.2% | +6.8% | +6.5% |
| 30D | +0.7% | -5.8% | +6.5% | +6.1% |
| 3M | -8.3% | -5.2% | -3.0% | -3.9% |
| 6M | +6.5% | +0.1% | +6.4% | +6.3% |
| YTD | +9.1% | +8.2% | +0.9% | +2.5% |
| 1Y | +18.0% | +10.1% | +7.9% | +9.3% |
| 3Y | +102.1% | +69.7% | +32.4% | +32.2% |
| 5Y | +126.8% | +53.4% | +73.5% | +57.3% |
| All | +126.8% | +53.2% | +73.6% | +57.3% |
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