+188.9%
BSVN vs VT
+66.2%
+122.7%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -4.7% |
| 7D | +6.0% | +1.0% | +5.0% | +5.2% |
| 30D | +7.8% | -0.2% | +8.1% | +8.0% |
| 3M | +22.0% | +4.5% | +17.5% | +17.4% |
| 6M | +33.4% | +14.1% | +19.3% | +19.1% |
| YTD | +34.8% | +14.8% | +20.0% | +19.7% |
| 1Y | +13.5% | +21.2% | -7.7% | -4.0% |
| 3Y | +135.3% | +76.6% | +58.8% | +47.4% |
| 5Y | +188.9% | +66.6% | +122.3% | +82.4% |
| All | +188.9% | +66.2% | +122.7% | +82.4% |
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