+336.7%
BSET vs VT
+357.6%
-20.9%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | -0.5% |
| 7D | -5.2% | +0.4% | -5.6% | -5.5% |
| 30D | +5.3% | -2.6% | +7.9% | +7.4% |
| 3M | +9.6% | -3.2% | +12.8% | +12.1% |
| 6M | +60.1% | +0.9% | +59.2% | +58.5% |
| YTD | +36.6% | +11.3% | +25.3% | +25.0% |
| 1Y | +59.3% | +14.0% | +45.3% | +43.2% |
| 3Y | +63.1% | +75.8% | -12.8% | +3.9% |
| 5Y | +63.5% | +57.8% | +5.7% | +12.2% |
| 10Y | +37.6% | +219.8% | -182.2% | -40.4% |
| All | +336.7% | +357.6% | -20.9% | +47.6% |
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