-34.7%
BZFD vs VT
+75.0%
-109.6%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.5% |
| 7D | -12.1% | +0.4% | -12.5% | -12.7% |
| 30D | -1.8% | +1.0% | -2.8% | -3.5% |
| 3M | -27.3% | +2.4% | -29.7% | -30.7% |
| 6M | +34.2% | +12.0% | +22.2% | +6.9% |
| YTD | +17.2% | +15.3% | +1.9% | -12.4% |
| 1Y | -41.1% | +22.6% | -63.7% | -60.9% |
| All | -34.7% | +75.0% | -109.6% | -78.3% |
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