-80.5%
BULG vs VT
+23.4%
-103.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -5.1% |
| 7D | -10.6% | -1.1% | -9.5% | -6.5% |
| 30D | +36.6% | -1.0% | +37.6% | +44.3% |
| 3M | +62.3% | +3.2% | +59.2% | +44.8% |
| 6M | +106.3% | +12.5% | +93.8% | +26.5% |
| YTD | -10.6% | +14.1% | -24.7% | -46.7% |
| 1Y | -75.3% | +18.9% | -94.2% | -88.1% |
| All | -80.5% | +23.4% | -103.8% | -93.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling