-44.0%
BV vs VT
+156.9%
-200.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | -0.5% |
| 7D | +10.3% | -0.3% | +10.6% | +10.6% |
| 30D | +17.5% | -1.4% | +18.9% | +19.5% |
| 3M | -8.7% | -1.4% | -7.3% | -7.0% |
| 6M | +3.1% | +5.5% | -2.4% | -4.4% |
| YTD | -5.4% | +12.8% | -18.3% | -19.7% |
| 1Y | -1.8% | +15.4% | -17.2% | -19.0% |
| 3Y | +65.0% | +76.9% | -11.9% | -22.4% |
| 5Y | -26.9% | +60.4% | -87.3% | -60.6% |
| All | -44.0% | +156.9% | -200.9% | -84.0% |
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