+28.4%
BVN vs VT
+374.2%
-345.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -18.4% |
| YTD | +25.3% | +15.3% | +10.0% | +12.8% |
| 1Y | +76.0% | +22.6% | +53.4% | +50.7% |
| 3Y | +325.0% | +74.7% | +250.4% | +168.2% |
| 5Y | +384.3% | +66.1% | +318.2% | +214.3% |
| 10Y | +166.8% | +225.0% | -58.2% | -4.4% |
| All | +28.4% | +374.2% | -345.8% | -73.5% |
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