+11.1%
BSSX vs VT
+78.9%
-67.8%
-8.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -0.1% | +1.0% | -1.1% | -0.2% |
| 30D | -2.0% | -0.2% | -1.8% | -2.0% |
| 3M | -2.2% | +4.5% | -6.7% | -2.5% |
| 6M | -2.3% | +14.1% | -16.4% | -3.2% |
| YTD | -1.3% | +14.8% | -16.1% | -2.2% |
| 1Y | +2.0% | +21.2% | -19.2% | +0.7% |
| All | +11.1% | +78.9% | -67.8% | +2.2% |
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