+14.1%
BSJT vs VT
+64.3%
-50.2%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.3% |
| 7D | -0.1% | -0.7% | +0.6% | +0.1% |
| 30D | +0.5% | -1.7% | +2.2% | +1.0% |
| 3M | -0.2% | -2.3% | +2.1% | +0.5% |
| 6M | +1.0% | +1.5% | -0.5% | +0.2% |
| YTD | +2.0% | +12.0% | -10.1% | -2.4% |
| 1Y | +2.9% | +12.9% | -9.9% | -1.8% |
| 3Y | +26.1% | +74.9% | -48.8% | +0.3% |
| 5Y | +15.4% | +59.9% | -44.5% | -8.4% |
| All | +14.1% | +64.3% | -50.2% | -9.7% |
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