-50.0%
BSY vs VT
+66.2%
-116.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -9.6% | +0.4% | -10.1% | -10.1% |
| 30D | -6.5% | +1.0% | -7.4% | -7.5% |
| 3M | +2.0% | +2.4% | -0.4% | -1.6% |
| 6M | -13.0% | +12.0% | -25.0% | -25.3% |
| YTD | -11.3% | +15.3% | -26.7% | -26.9% |
| 1Y | -36.9% | +22.6% | -59.4% | -52.0% |
| 3Y | -31.8% | +74.7% | -106.4% | -68.5% |
| All | -50.0% | +66.2% | -116.2% | -74.1% |
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 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