+410.4%
BULZ vs VT
+75.0%
+335.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.8% |
| 7D | +5.8% | +0.4% | +5.3% | +3.7% |
| 30D | +9.4% | +1.0% | +8.4% | +5.2% |
| 3M | -20.9% | +2.4% | -23.2% | -23.0% |
| 6M | +77.0% | +12.0% | +65.0% | +17.4% |
| YTD | +52.1% | +15.3% | +36.8% | -10.9% |
| 1Y | +98.3% | +22.6% | +75.7% | -8.3% |
| All | +410.4% | +75.0% | +335.4% | -28.6% |
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