-96.3%
BYSI vs VT
+187.8%
-284.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.2% |
| 7D | -2.8% | -2.3% | -0.5% | -0.6% |
| 30D | -2.9% | -5.0% | +2.0% | +1.6% |
| 3M | -28.0% | -4.9% | -23.2% | -24.8% |
| 6M | -59.6% | -1.5% | -58.1% | -59.2% |
| YTD | -61.6% | +8.5% | -70.1% | -64.7% |
| 1Y | -67.4% | +11.4% | -78.8% | -70.6% |
| 3Y | -35.7% | +70.1% | -105.7% | -61.5% |
| 5Y | -95.9% | +53.7% | -149.6% | -97.2% |
| All | -96.3% | +187.8% | -284.1% | -98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling