-67.4%
BYSI vs VT
+21.4%
-88.8%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.7% |
| 7D | +2.8% | +1.0% | +1.8% | +2.0% |
| 30D | -28.7% | -0.2% | -28.5% | -28.5% |
| 3M | -63.5% | +4.5% | -68.1% | -64.7% |
| 6M | -57.2% | +14.1% | -71.3% | -60.9% |
| YTD | -62.0% | +14.8% | -76.7% | -66.5% |
| 1Y | -67.4% | +21.2% | -88.6% | -73.5% |
| All | -67.4% | +21.4% | -88.8% | -73.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling