+183.1%
BULZ vs VT
+69.4%
+113.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -24.9% | -4.1% | -20.8% | -4.6% |
| 7D | -41.7% | -4.2% | -37.5% | -24.8% |
| 30D | -55.4% | -5.8% | -49.6% | -36.3% |
| 3M | -43.8% | -5.2% | -38.5% | -20.8% |
| 6M | -45.7% | +0.1% | -45.9% | -35.7% |
| YTD | -21.8% | +8.2% | -30.1% | -33.4% |
| 1Y | -32.8% | +10.1% | -43.0% | -46.0% |
| All | +183.1% | +69.4% | +113.7% | -48.2% |
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