+221.8%
VT vs BIDU
-51.3%
+273.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -0.9% | -0.4% |
| 7D | +2.4% | -4.6% | +6.9% | +3.2% |
| 30D | -1.5% | -4.5% | +3.0% | -0.7% |
| 3M | -4.1% | -25.4% | +21.2% | +0.6% |
| 6M | +0.6% | -48.1% | +48.6% | +12.1% |
| YTD | +11.0% | -40.2% | +51.2% | +19.8% |
| 1Y | +13.3% | -35.2% | +48.6% | +20.3% |
| 3Y | +73.4% | -27.1% | +100.5% | +74.3% |
| 5Y | +57.4% | -54.2% | +111.6% | +64.4% |
| All | +221.8% | -51.3% | +273.2% | +191.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling