-72.6%
BVC vs VT
+60.6%
-133.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.7% | +5.5% | +7.1% |
| 7D | +12.3% | -0.3% | +12.6% | +12.3% |
| 30D | +44.3% | -1.4% | +45.7% | +44.4% |
| 3M | +39.9% | -1.4% | +41.3% | +40.1% |
| 6M | +57.8% | +5.5% | +52.3% | +57.2% |
| YTD | +43.2% | +12.8% | +30.4% | +42.5% |
| 1Y | +49.7% | +15.4% | +34.3% | +48.9% |
| 3Y | -77.1% | +76.9% | -154.0% | -76.7% |
| 5Y | -72.6% | +60.4% | -133.0% | -71.6% |
| All | -72.6% | +60.6% | -133.1% | -71.6% |
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 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