+96.9%
BY vs VT
+69.4%
+27.5%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.5% | +0.9% |
| 7D | -2.0% | -4.2% | +2.2% | +1.6% |
| 30D | +2.2% | -5.8% | +8.0% | +7.5% |
| 3M | -3.4% | -5.2% | +1.8% | +0.9% |
| 6M | +16.2% | +0.1% | +16.1% | +14.8% |
| YTD | +32.4% | +8.2% | +24.2% | +20.7% |
| 1Y | +42.2% | +10.1% | +32.0% | +27.1% |
| All | +96.9% | +69.4% | +27.5% | -7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling