-2.0%
BULL vs VT
+91.6%
-93.6%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +3.9% | +0.4% | +3.5% | +3.6% |
| 30D | +32.0% | +1.0% | +31.0% | +31.1% |
| 3M | +59.7% | +2.4% | +57.3% | +57.0% |
| 6M | +60.5% | +12.0% | +48.5% | +46.5% |
| YTD | +25.4% | +15.3% | +10.0% | +12.6% |
| 1Y | -26.7% | +22.6% | -49.2% | -36.4% |
| 3Y | -9.0% | +74.7% | -83.6% | -28.4% |
| All | -2.0% | +91.6% | -93.6% | -23.4% |
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