-55.1%
BZ vs VT
+66.2%
-121.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -4.9% | +0.4% | -5.4% | -5.8% |
| 30D | +4.5% | +1.0% | +3.5% | +2.6% |
| 3M | +18.8% | +2.4% | +16.4% | +13.1% |
| 6M | +6.6% | +12.0% | -5.4% | -14.0% |
| YTD | -17.0% | +15.3% | -32.3% | -36.7% |
| 1Y | -29.0% | +22.6% | -51.6% | -51.6% |
| 3Y | +11.9% | +74.7% | -62.8% | -61.2% |
| All | -55.1% | +66.2% | -121.3% | -82.7% |
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 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