-0.4%
BSY vs VT
+13.3%
-13.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -1.9% |
| 7D | +1.8% | -0.7% | +2.5% | +1.8% |
| 30D | +26.4% | -1.7% | +28.2% | +26.5% |
| 3M | +22.9% | -2.3% | +25.2% | +23.1% |
| 6M | +36.7% | +1.5% | +35.2% | +36.8% |
| YTD | +17.1% | +12.0% | +5.1% | +9.7% |
| 1Y | -0.4% | +12.9% | -13.3% | -7.4% |
| All | -0.4% | +13.3% | -13.7% | -7.4% |
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 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