+203.8%
BUG vs VT
+130.3%
+73.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.7% |
| 7D | -10.5% | -1.6% | -8.9% | -9.1% |
| 30D | -0.2% | -2.5% | +2.3% | +2.5% |
| 3M | +19.0% | -1.3% | +20.3% | +20.7% |
| 6M | +73.1% | +3.1% | +70.0% | +68.0% |
| YTD | +53.7% | +10.9% | +42.8% | +38.4% |
| 1Y | +35.8% | +12.1% | +23.7% | +21.0% |
| 3Y | +96.9% | +73.9% | +23.0% | +15.5% |
| 5Y | +44.0% | +58.0% | -14.0% | -7.9% |
| All | +203.8% | +130.3% | +73.5% | +54.1% |
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 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