-44.1%
VG vs BB
+120.3%
-164.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.0% | +7.7% | +5.2% |
| 7D | +15.1% | +9.0% | +6.1% | +13.4% |
| 30D | -4.2% | +7.7% | -11.9% | -5.9% |
| 3M | -3.1% | +4.0% | -7.1% | -4.6% |
| 6M | +0.3% | +46.6% | -46.3% | -11.9% |
| YTD | +95.5% | +140.6% | -45.2% | +45.6% |
| 1Y | +64.4% | +103.1% | -38.7% | +30.4% |
| All | -44.1% | +120.3% | -164.4% | -56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling