+25.5%
BSJV vs VT
+75.9%
-50.4%
-5.2%
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 | -0.6% | -0.2% | -0.4% | -0.5% |
| 3M | +0.4% | +4.5% | -4.1% | -1.0% |
| 6M | +1.7% | +14.1% | -12.4% | -2.6% |
| YTD | +1.1% | +14.8% | -13.7% | -3.4% |
| 1Y | +3.1% | +21.2% | -18.1% | -3.3% |
| All | +25.5% | +75.9% | -50.4% | -0.8% |
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