-36.0%
BVS vs VT
+53.4%
-89.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.9% |
| 7D | -20.4% | -2.3% | -18.1% | -17.9% |
| 30D | -16.9% | -5.0% | -12.0% | -11.3% |
| 3M | -24.1% | -4.9% | -19.2% | -19.1% |
| 6M | -2.8% | -1.5% | -1.3% | -2.0% |
| YTD | +42.6% | +8.5% | +34.1% | +26.7% |
| 1Y | +41.8% | +11.4% | +30.5% | +21.6% |
| 3Y | +195.1% | +70.1% | +125.1% | +39.3% |
| All | -36.0% | +53.4% | -89.4% | -66.6% |
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