-78.1%
BULG vs VT
+24.8%
-102.9%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.2% | -5.2% |
| 7D | +6.2% | +0.4% | +5.7% | +5.0% |
| 30D | +63.8% | +1.0% | +62.8% | +59.9% |
| 3M | +113.8% | +2.4% | +111.4% | +99.8% |
| 6M | +83.2% | +12.0% | +71.2% | +18.6% |
| YTD | 0.0% | +15.3% | -15.3% | -43.0% |
| 1Y | -71.6% | +22.6% | -94.2% | -89.0% |
| All | -78.1% | +24.8% | -102.9% | -92.8% |
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 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