+15.1%
BSVN vs VT
+20.4%
-5.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | +4.6% | -0.1% | +4.7% | +4.7% |
| 30D | +8.0% | -0.7% | +8.7% | +8.3% |
| 3M | +20.5% | +4.0% | +16.5% | +18.7% |
| 6M | +37.9% | +12.3% | +25.6% | +29.7% |
| YTD | +35.1% | +14.0% | +21.0% | +26.1% |
| 1Y | +15.1% | +20.3% | -5.2% | +1.2% |
| All | +15.1% | +20.4% | -5.3% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling