+221.0%
VT vs BIDU
-50.9%
+271.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.2% | -0.2% |
| 7D | -0.1% | +3.6% | -3.7% | -0.8% |
| 30D | -3.1% | -6.6% | +3.5% | -1.9% |
| 3M | -3.5% | -27.2% | +23.7% | +1.7% |
| 6M | +0.5% | -43.5% | +44.0% | +10.3% |
| YTD | +10.8% | -39.0% | +49.8% | +19.1% |
| 1Y | +11.9% | -39.8% | +51.7% | +20.3% |
| 3Y | +73.0% | -24.8% | +97.7% | +72.9% |
| 5Y | +58.6% | -50.7% | +109.3% | +63.1% |
| All | +221.0% | -50.9% | +271.9% | +190.0% |
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