+331.7%
BVN vs VT
+77.9%
+253.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | -3.5% | +0.4% | -3.9% | -3.9% |
| 30D | +2.7% | +1.0% | +1.8% | +1.7% |
| 3M | -1.1% | +2.4% | -3.5% | -3.0% |
| 6M | -11.3% | +12.0% | -23.3% | -19.7% |
| YTD | +25.3% | +15.3% | +10.0% | +11.4% |
| 1Y | +76.0% | +22.6% | +53.4% | +49.7% |
| All | +331.7% | +77.9% | +253.8% | +188.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling