+148.2%
BVN vs VT
+222.7%
-74.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-07 to 2026-09-07.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | -3.5% | +0.4% | -3.9% | -3.8% |
| 30D | +2.7% | +1.0% | +1.8% | +2.0% |
| 3M | -1.1% | +2.4% | -3.5% | -2.5% |
| 6M | -11.3% | +12.0% | -23.3% | -18.1% |
| YTD | +25.3% | +15.3% | +10.0% | +13.5% |
| 1Y | +77.1% | +22.6% | +54.5% | +53.2% |
| 3Y | +327.7% | +74.7% | +253.1% | +180.2% |
| 5Y | +387.4% | +66.1% | +321.2% | +227.7% |
| All | +148.2% | +222.7% | -74.6% | -8.1% |
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 2016-09-07 to 2026-09-07: 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…
2016-09-07 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling