+284.8%
BSVN vs VT
+139.2%
+145.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.1% |
| 7D | +2.0% | -0.1% | +2.1% | +2.0% |
| 30D | +8.0% | -3.1% | +11.1% | +11.1% |
| 3M | +17.6% | -3.5% | +21.1% | +21.4% |
| 6M | +36.8% | +0.5% | +36.3% | +34.8% |
| YTD | +47.1% | +10.8% | +36.3% | +30.5% |
| 1Y | +47.0% | +11.9% | +35.1% | +28.8% |
| 3Y | +183.3% | +73.0% | +110.3% | +56.9% |
| 5Y | +159.7% | +58.6% | +101.1% | +57.6% |
| All | +284.8% | +139.2% | +145.7% | +37.3% |
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