-7.9%
BSBK vs VT
+57.0%
-64.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.5% |
| 7D | +0.1% | +2.4% | -2.3% | -0.2% |
| 30D | +2.9% | -1.5% | +4.4% | +3.1% |
| 3M | +3.4% | -4.1% | +7.5% | +3.8% |
| 6M | +10.7% | +0.6% | +10.1% | +10.5% |
| YTD | +11.1% | +11.0% | 0.0% | +9.7% |
| 1Y | +11.5% | +13.3% | -1.9% | +9.8% |
| 3Y | +32.6% | +73.4% | -40.8% | +26.4% |
| All | -7.9% | +57.0% | -64.9% | -11.2% |
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