-95.3%
BULG vs VT
+20.5%
-115.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -1.8% |
| 7D | +5.1% | +2.9% | +2.2% | -7.3% |
| 30D | -41.7% | -2.5% | -39.2% | -32.7% |
| 3M | -66.9% | -3.3% | -63.5% | -58.7% |
| 6M | -66.2% | +1.5% | -67.7% | -65.5% |
| YTD | -78.3% | +11.4% | -89.7% | -84.8% |
| 1Y | -87.3% | +11.9% | -99.2% | -91.0% |
| All | -95.3% | +20.5% | -115.7% | -98.1% |
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 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