+49.3%
BVS vs VT
+12.5%
+36.8%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.9% |
| 7D | +2.1% | -0.1% | +2.3% | +2.5% |
| 30D | -14.4% | -3.1% | -11.4% | -12.4% |
| 3M | -19.9% | -3.5% | -16.4% | -17.7% |
| 6M | +6.5% | +0.5% | +6.0% | +5.4% |
| YTD | +50.3% | +10.8% | +39.5% | +31.6% |
| 1Y | +49.3% | +11.9% | +37.4% | +28.5% |
| All | +49.3% | +12.5% | +36.8% | +28.5% |
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