+31.9%
BUG vs VT
+53.2%
-21.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.1% | -2.7% | -2.0% |
| 7D | -14.1% | -4.2% | -9.9% | -9.6% |
| 30D | -10.1% | -5.8% | -4.3% | -3.4% |
| 3M | +6.3% | -5.2% | +11.5% | +13.3% |
| 6M | +56.7% | +0.1% | +56.5% | +56.4% |
| YTD | +43.9% | +8.2% | +35.6% | +30.2% |
| 1Y | +30.5% | +10.1% | +20.4% | +15.7% |
| 3Y | +84.2% | +69.7% | +14.6% | -3.8% |
| 5Y | +31.9% | +53.4% | -21.5% | -20.8% |
| All | +31.9% | +53.2% | -21.3% | -20.8% |
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 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