-65.6%
BZUN vs VT
+208.9%
-274.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -4.6% |
| 7D | +8.5% | +0.4% | +8.1% | +7.6% |
| 30D | +3.9% | -2.6% | +6.5% | +7.9% |
| 3M | +16.2% | -3.2% | +19.5% | +22.0% |
| 6M | +25.1% | +0.9% | +24.1% | +22.2% |
| YTD | +29.3% | +11.3% | +18.0% | +8.6% |
| 1Y | +6.2% | +14.0% | -7.8% | -14.3% |
| 3Y | +19.0% | +75.8% | -56.8% | -51.0% |
| 5Y | -79.4% | +57.8% | -137.3% | -89.3% |
| 10Y | -76.8% | +219.8% | -296.6% | -95.6% |
| All | -65.6% | +208.9% | -274.5% | -93.7% |
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