-65.4%
BZUN vs VT
+201.1%
-266.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.2% |
| 7D | +5.8% | -2.3% | +8.1% | +9.5% |
| 30D | -2.5% | -5.0% | +2.4% | +5.3% |
| 3M | +19.3% | -4.9% | +24.2% | +28.8% |
| 6M | +24.9% | -1.5% | +26.5% | +26.9% |
| YTD | +30.1% | +8.5% | +21.6% | +13.9% |
| 1Y | +8.1% | +11.4% | -3.2% | -9.4% |
| 3Y | +12.7% | +70.1% | -57.4% | -51.0% |
| 5Y | -79.4% | +53.7% | -133.2% | -88.8% |
| 10Y | -74.4% | +220.0% | -294.3% | -95.1% |
| All | -65.4% | +201.1% | -266.5% | -93.4% |
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