-48.8%
BYFC vs VT
+53.2%
-101.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.2% | +1.3% |
| 7D | +0.3% | -4.2% | +4.5% | +2.6% |
| 30D | -1.1% | -5.8% | +4.7% | +2.0% |
| 3M | +8.5% | -5.2% | +13.7% | +11.6% |
| 6M | +24.3% | +0.1% | +24.1% | +23.7% |
| YTD | +55.7% | +8.2% | +47.4% | +47.9% |
| 1Y | +77.8% | +10.1% | +67.7% | +67.0% |
| 3Y | +96.6% | +69.7% | +26.9% | +37.3% |
| 5Y | -48.8% | +53.4% | -102.1% | -60.4% |
| All | -48.8% | +53.2% | -101.9% | -60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling