-26.8%
BVS vs VT
+83.7%
-110.5%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +1.7% | +0.4% | +1.2% | +1.1% |
| 30D | -7.8% | +1.0% | -8.8% | -8.9% |
| 3M | +61.7% | +2.4% | +59.3% | +55.9% |
| 6M | +66.1% | +12.0% | +54.1% | +42.7% |
| YTD | +89.1% | +15.3% | +73.8% | +56.1% |
| 1Y | +98.2% | +22.6% | +75.6% | +50.3% |
| 3Y | +300.9% | +74.7% | +226.2% | +89.1% |
| 5Y | -6.3% | +66.1% | -72.4% | -54.8% |
| All | -26.8% | +83.7% | -110.5% | -67.9% |
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