-55.0%
BULL vs VT
+74.4%
-129.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.3% |
| 7D | -6.3% | -0.1% | -6.2% | -5.8% |
| 30D | -22.8% | -3.1% | -19.8% | -18.7% |
| 3M | -32.9% | -3.5% | -29.4% | -28.4% |
| 6M | -30.7% | +0.5% | -31.2% | -30.0% |
| YTD | -37.3% | +10.8% | -48.1% | -43.9% |
| 1Y | -49.8% | +11.9% | -61.7% | -55.6% |
| 3Y | -55.0% | +73.0% | -128.0% | -68.9% |
| All | -55.0% | +74.4% | -129.4% | -68.9% |
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