+36.4%
BSY vs VT
+120.0%
-83.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -3.0% |
| 7D | +1.8% | -0.7% | +2.5% | +2.2% |
| 30D | +26.4% | -1.7% | +28.2% | +28.3% |
| 3M | +22.9% | -2.3% | +25.2% | +25.4% |
| 6M | +36.7% | +1.5% | +35.2% | +32.2% |
| YTD | +17.1% | +12.0% | +5.1% | -0.5% |
| 1Y | -0.4% | +12.9% | -13.3% | -16.2% |
| 3Y | -12.8% | +74.9% | -87.8% | -59.3% |
| 5Y | -19.7% | +59.9% | -79.6% | -57.3% |
| All | +36.4% | +120.0% | -83.6% | -42.1% |
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