+12.7%
BZUN vs VT
+69.7%
-57.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.3% |
| 7D | +5.8% | -2.3% | +8.1% | +9.1% |
| 30D | -2.5% | -5.0% | +2.4% | +4.4% |
| 3M | +19.3% | -4.9% | +24.2% | +27.8% |
| 6M | +24.9% | -1.5% | +26.5% | +26.7% |
| YTD | +30.1% | +8.5% | +21.6% | +14.6% |
| 1Y | +8.1% | +11.4% | -3.2% | -8.5% |
| 3Y | +12.7% | +70.1% | -57.4% | -65.1% |
| All | +12.7% | +69.7% | -57.0% | -65.1% |
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