-34.0%
BYSI vs VT
+74.0%
-108.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -4.0% | +2.4% | -6.3% | -5.3% |
| 30D | +2.4% | -1.5% | +3.9% | +3.5% |
| 3M | -39.7% | -4.1% | -35.5% | -38.0% |
| 6M | -58.6% | +0.6% | -59.1% | -58.8% |
| YTD | -63.1% | +11.0% | -74.2% | -65.7% |
| 1Y | -70.8% | +13.3% | -84.2% | -73.2% |
| 3Y | -34.0% | +73.4% | -107.4% | -49.0% |
| All | -34.0% | +74.0% | -108.0% | -49.0% |
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