-24.8%
BULZ vs VT
+57.4%
-82.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +2.6% | +10.1% | -0.2% |
| 7D | -6.5% | +0.4% | -6.9% | -5.0% |
| 30D | -45.0% | -2.6% | -42.4% | -33.2% |
| 3M | -34.1% | -3.2% | -30.9% | -16.0% |
| 6M | -46.8% | +0.9% | -47.7% | -39.8% |
| YTD | -7.0% | +11.3% | -18.3% | -31.2% |
| 1Y | -12.8% | +14.0% | -26.8% | -41.2% |
| 3Y | +229.8% | +75.8% | +153.9% | -60.2% |
| 5Y | -24.8% | +57.8% | -82.6% | -68.3% |
| All | -24.8% | +57.4% | -82.2% | -68.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling