+12.4%
VT vs BBY
+41.4%
-29.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.7% | -4.1% | +2.1% |
| 7D | +0.4% | +10.5% | -10.2% | -0.3% |
| 30D | -2.6% | +22.1% | -24.7% | -3.8% |
| 3M | -3.2% | +31.0% | -34.2% | -4.9% |
| 6M | +0.9% | +83.2% | -82.3% | -3.2% |
| YTD | +11.3% | +65.1% | -53.8% | +7.4% |
| All | +12.4% | +41.4% | -29.0% | +11.5% |
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