+77.5%
VT vs BBY
+42.8%
+34.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.2% | -3.2% | -0.5% |
| 7D | +0.4% | +9.5% | -9.1% | -1.0% |
| 30D | +1.0% | +6.8% | -5.9% | -0.2% |
| 3M | +2.4% | +28.9% | -26.5% | -2.1% |
| 6M | +12.0% | +37.8% | -25.8% | +5.4% |
| YTD | +15.3% | +38.7% | -23.4% | +8.1% |
| 1Y | +22.6% | +23.7% | -1.1% | +17.3% |
| All | +77.5% | +42.8% | +34.7% | +59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling