+42.5%
VG vs BB
+98.3%
-55.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.7% |
| 7D | -7.7% | +11.6% | -19.3% | -7.6% |
| 30D | -8.8% | +2.6% | -11.4% | -8.7% |
| 3M | -15.6% | +3.5% | -19.1% | -15.4% |
| 6M | +5.2% | +43.5% | -38.3% | +10.1% |
| YTD | +76.9% | +141.2% | -64.3% | +103.3% |
| 1Y | +42.5% | +97.4% | -54.9% | +68.1% |
| All | +42.5% | +98.3% | -55.8% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling