+1,804.6%
BX vs VT
+374.2%
+1,430.5%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -4.4% | +0.4% | -4.8% | -5.0% |
| 30D | +0.1% | +1.0% | -0.9% | -1.2% |
| 3M | +16.0% | +2.4% | +13.6% | +12.0% |
| 6M | +21.6% | +12.0% | +9.6% | +3.2% |
| YTD | -8.9% | +15.3% | -24.2% | -25.6% |
| 1Y | -16.6% | +22.6% | -39.2% | -37.7% |
| 3Y | +43.3% | +74.7% | -31.3% | -33.2% |
| 5Y | +25.7% | +66.1% | -40.4% | -33.1% |
| 10Y | +689.5% | +225.0% | +464.5% | +71.2% |
| All | +1,804.6% | +374.2% | +1,430.5% | +179.4% |
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