+19.6%
BSJQ vs VT
+66.2%
-46.6%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | 0.0% | +1.0% | -1.0% | -0.3% |
| 30D | +0.2% | -0.2% | +0.5% | +0.3% |
| 3M | +0.9% | +4.5% | -3.7% | -0.3% |
| 6M | +1.3% | +14.1% | -12.8% | -2.3% |
| YTD | +1.7% | +14.8% | -13.1% | -2.2% |
| 1Y | +3.1% | +21.2% | -18.1% | -2.4% |
| 3Y | +20.6% | +76.6% | -55.9% | +0.7% |
| 5Y | +19.6% | +66.6% | -47.0% | -0.9% |
| All | +19.6% | +66.2% | -46.6% | -0.9% |
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