+69.7%
VT vs BBWI
-25.6%
+95.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.2% | +2.1% | -3.4% |
| 7D | -4.2% | -3.1% | -1.1% | -3.8% |
| 30D | -5.8% | +23.1% | -28.9% | -8.1% |
| 3M | -5.2% | +7.3% | -12.5% | -6.3% |
| 6M | +0.1% | +22.6% | -22.5% | -3.1% |
| YTD | +8.2% | +13.3% | -5.0% | +5.2% |
| 1Y | +10.1% | -2.6% | +12.7% | +8.7% |
| All | +69.7% | -25.6% | +95.3% | +71.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 3y: compounded portfolio wealth divided by compounded BBWI 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…
3y analysis · Full analysis span regression · 6 months rolling