+367.1%
VT vs BBWI
+316.6%
+50.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.4% | +0.8% |
| 7D | -0.3% | +8.8% | -9.1% | -2.1% |
| 30D | -1.4% | +34.8% | -36.3% | -7.8% |
| 3M | -1.4% | +12.9% | -14.3% | -4.8% |
| 6M | +5.5% | +29.6% | -24.1% | -2.1% |
| YTD | +12.8% | +20.8% | -7.9% | +5.0% |
| 1Y | +15.4% | +4.1% | +11.4% | +9.7% |
| 3Y | +76.9% | -21.0% | +97.9% | +70.2% |
| 5Y | +60.4% | -64.8% | +125.2% | +78.6% |
| 10Y | +232.8% | -37.7% | +270.5% | +176.3% |
| All | +367.1% | +316.6% | +50.5% | +48.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling