+245.8%
BVN vs VT
+58.5%
+187.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.5% |
| 7D | -10.7% | +2.9% | -13.6% | -12.9% |
| 30D | -19.7% | -2.5% | -17.2% | -17.7% |
| 3M | -26.9% | -3.3% | -23.5% | -24.4% |
| 6M | -33.6% | +1.5% | -35.1% | -33.7% |
| YTD | -6.5% | +11.4% | -17.8% | -12.3% |
| 1Y | +11.4% | +11.9% | -0.5% | +4.1% |
| 3Y | +201.0% | +73.9% | +127.1% | +108.9% |
| 5Y | +245.8% | +57.9% | +187.9% | +137.8% |
| All | +245.8% | +58.5% | +187.2% | +137.8% |
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