+282.4%
BSVN vs VT
+140.3%
+142.1%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -1.9% |
| 7D | +0.3% | +0.4% | -0.1% | -0.2% |
| 30D | +7.3% | -2.6% | +9.9% | +9.9% |
| 3M | +16.9% | -3.2% | +20.2% | +20.4% |
| 6M | +35.9% | +0.9% | +35.0% | +33.3% |
| YTD | +46.2% | +11.3% | +34.9% | +29.1% |
| 1Y | +45.9% | +14.0% | +31.9% | +25.4% |
| 3Y | +188.9% | +75.8% | +113.1% | +57.3% |
| 5Y | +159.1% | +57.8% | +101.2% | +58.2% |
| All | +282.4% | +140.3% | +142.1% | +35.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling