+163.6%
BUL vs VT
+137.0%
+26.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.2% |
| 7D | +2.2% | -2.3% | +4.5% | +4.9% |
| 30D | +2.0% | -5.0% | +6.9% | +7.9% |
| 3M | -1.6% | -4.9% | +3.3% | +4.0% |
| 6M | +4.2% | -1.5% | +5.7% | +5.5% |
| YTD | +12.5% | +8.5% | +4.0% | +1.9% |
| 1Y | +18.9% | +11.4% | +7.6% | +4.6% |
| 3Y | +78.1% | +70.1% | +8.0% | -2.5% |
| 5Y | +50.4% | +53.7% | -3.3% | -7.3% |
| All | +163.6% | +137.0% | +26.6% | +3.4% |
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 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