+15.4%
VT vs BB
+88.0%
-72.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +7.0% | -5.3% | +1.2% |
| 7D | -0.3% | -6.8% | +6.5% | +0.2% |
| 30D | -1.4% | -3.5% | +2.1% | -1.4% |
| 3M | -1.4% | -1.2% | -0.2% | -1.7% |
| 6M | +5.5% | +57.0% | -51.5% | +1.2% |
| YTD | +12.8% | +131.1% | -118.3% | +2.5% |
| 1Y | +15.4% | +87.6% | -72.2% | +6.7% |
| All | +15.4% | +88.0% | -72.6% | +6.7% |
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