+57.5%
VT vs BBY
-3.9%
+61.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | +2.4% | +4.5% | -2.1% | +1.4% |
| 30D | -1.5% | +16.8% | -18.3% | -4.8% |
| 3M | -4.1% | +23.2% | -27.3% | -8.6% |
| 6M | +0.6% | +91.9% | -91.4% | -13.5% |
| YTD | +11.0% | +61.6% | -50.6% | -1.3% |
| 1Y | +13.3% | +43.9% | -30.5% | +3.5% |
| 3Y | +73.4% | +88.6% | -15.3% | +41.4% |
| All | +57.5% | -3.9% | +61.4% | +38.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling