+12.8%
VG vs BR
-29.1%
+41.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.4% | +3.0% | -0.3% |
| 7D | +1.7% | -5.3% | +7.0% | +1.8% |
| 30D | +16.0% | +6.4% | +9.6% | +15.9% |
| 3M | +9.7% | +13.6% | -3.9% | +10.7% |
| 6M | +29.6% | -6.7% | +36.3% | +32.6% |
| YTD | +112.0% | -21.1% | +133.1% | +127.4% |
| 1Y | +12.8% | -29.6% | +42.4% | +16.4% |
| All | +12.8% | -29.1% | +41.9% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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