-5.4%
BSMV vs VT
+66.0%
-71.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | -0.3% | +2.9% | -3.2% | -0.5% |
| 30D | +2.9% | -2.5% | +5.4% | +3.1% |
| 3M | -0.6% | -3.3% | +2.7% | -0.4% |
| 6M | -0.6% | +1.5% | -2.1% | -0.7% |
| YTD | -0.2% | +11.4% | -11.6% | -1.0% |
| 1Y | +0.1% | +11.9% | -11.8% | -0.7% |
| 3Y | +10.1% | +73.9% | -63.7% | +5.5% |
| 5Y | -4.0% | +57.9% | -61.9% | -10.2% |
| All | -5.4% | +66.0% | -71.4% | -10.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling