+70.2%
BYFC vs VT
+75.0%
-4.7%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.5% | +0.4% | -2.0% | -1.7% |
| 30D | +14.1% | +1.0% | +13.2% | +13.8% |
| 3M | +26.9% | +2.4% | +24.5% | +25.9% |
| 6M | +54.4% | +12.0% | +42.4% | +48.3% |
| YTD | +63.8% | +15.3% | +48.4% | +55.5% |
| 1Y | +51.3% | +22.6% | +28.7% | +39.9% |
| All | +70.2% | +75.0% | -4.7% | +32.1% |
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