+34.2%
BSJU vs VT
+97.9%
-63.7%
-5.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | -0.2% | +2.9% | -3.1% | -1.2% |
| 30D | -0.2% | -2.5% | +2.3% | +0.7% |
| 3M | -2.0% | -3.3% | +1.4% | -0.8% |
| 6M | -0.5% | +1.5% | -2.0% | -1.3% |
| YTD | +0.7% | +11.4% | -10.6% | -3.7% |
| 1Y | +2.0% | +11.9% | -9.9% | -2.8% |
| 3Y | +25.3% | +73.9% | -48.6% | -4.0% |
| All | +34.2% | +97.9% | -63.7% | -5.1% |
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