+271.4%
BSVN vs VT
+149.0%
+122.4%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | 0.0% | +9.5% | +9.5% |
| 7D | +10.0% | +0.4% | +9.6% | +9.5% |
| 30D | +14.6% | +1.0% | +13.7% | +13.5% |
| 3M | +29.7% | +2.4% | +27.3% | +25.9% |
| 6M | +39.1% | +12.0% | +27.1% | +22.8% |
| YTD | +42.0% | +15.3% | +26.6% | +21.4% |
| 1Y | +18.5% | +22.6% | -4.1% | -5.1% |
| 3Y | +144.6% | +74.7% | +70.0% | +34.9% |
| 5Y | +200.8% | +66.1% | +134.6% | +74.4% |
| All | +271.4% | +149.0% | +122.4% | +27.7% |
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