+98.2%
BVS vs VT
+23.3%
+74.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +1.7% | +0.4% | +1.2% | +1.4% |
| 30D | -7.8% | +1.0% | -8.8% | -8.3% |
| 3M | +61.7% | +2.4% | +59.3% | +59.8% |
| 6M | +66.1% | +12.0% | +54.1% | +50.7% |
| YTD | +89.1% | +15.3% | +73.8% | +69.0% |
| 1Y | +98.2% | +22.6% | +75.6% | +56.5% |
| All | +98.2% | +23.3% | +74.8% | +56.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling