-44.4%
BVS vs VT
+72.4%
-116.8%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.4% | -1.5% |
| 7D | -28.2% | -4.2% | -24.0% | -24.1% |
| 30D | -18.5% | -5.8% | -12.7% | -12.1% |
| 3M | -30.0% | -5.2% | -24.8% | -25.1% |
| 6M | 0.0% | +0.1% | -0.1% | -1.3% |
| YTD | +43.5% | +8.2% | +35.3% | +28.3% |
| 1Y | +44.7% | +10.1% | +34.6% | +26.4% |
| 3Y | +178.1% | +69.7% | +108.5% | +35.2% |
| 5Y | -34.9% | +53.4% | -88.3% | -65.4% |
| All | -44.4% | +72.4% | -116.8% | -73.7% |
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