-95.4%
BULG vs VT
+19.8%
-115.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -0.5% |
| 7D | -14.1% | -0.1% | -14.0% | -11.8% |
| 30D | -43.4% | -3.1% | -40.4% | -33.3% |
| 3M | -64.3% | -3.5% | -60.8% | -55.2% |
| 6M | -67.4% | +0.5% | -67.8% | -65.2% |
| YTD | -78.9% | +10.8% | -89.7% | -84.9% |
| 1Y | -87.6% | +11.9% | -99.5% | -91.3% |
| All | -95.4% | +19.8% | -115.2% | -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 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