-45.0%
BV vs VT
+146.5%
-191.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.4% | +3.5% |
| 7D | +1.6% | -4.2% | +5.8% | +7.1% |
| 30D | +12.3% | -5.8% | +18.1% | +20.8% |
| 3M | +11.1% | -5.2% | +16.4% | +18.8% |
| 6M | -0.3% | +0.1% | -0.4% | -1.3% |
| YTD | -7.0% | +8.2% | -15.3% | -16.8% |
| 1Y | -3.9% | +10.1% | -14.0% | -16.0% |
| 3Y | +62.3% | +69.7% | -7.4% | -19.6% |
| 5Y | -29.8% | +53.4% | -83.1% | -60.0% |
| All | -45.0% | +146.5% | -191.4% | -83.4% |
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