-19.1%
BSBK vs VT
+109.3%
-128.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | +2.7% | -2.3% | +5.1% | +3.6% |
| 30D | +2.3% | -5.0% | +7.2% | +4.3% |
| 3M | +5.0% | -4.9% | +9.9% | +7.0% |
| 6M | +11.8% | -1.5% | +13.3% | +12.2% |
| YTD | +11.0% | +8.5% | +2.5% | +7.0% |
| 1Y | +9.7% | +11.4% | -1.7% | +4.5% |
| 3Y | +25.9% | +70.1% | -44.2% | -1.2% |
| 5Y | -7.8% | +53.7% | -61.5% | -23.6% |
| All | -19.1% | +109.3% | -128.4% | -50.9% |
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 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