+13.5%
VT vs BBY
+23.2%
-9.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.2% |
| 7D | -1.6% | -4.7% | +3.1% | -1.3% |
| 30D | -2.5% | +6.7% | -9.2% | -2.9% |
| 3M | -1.3% | +11.3% | -12.6% | -1.9% |
| 6M | +3.1% | +60.1% | -57.0% | -0.3% |
| YTD | +10.9% | +45.8% | -34.9% | +7.9% |
| All | +13.5% | +23.2% | -9.7% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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