+75.8%
VT vs BIDU
-24.2%
+100.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.0% | +3.6% | +2.7% |
| 7D | +0.4% | +5.4% | -5.0% | -0.4% |
| 30D | -2.6% | -5.0% | +2.4% | -1.9% |
| 3M | -3.2% | -26.1% | +22.9% | +0.6% |
| 6M | +0.9% | -42.6% | +43.5% | +8.2% |
| YTD | +11.3% | -38.0% | +49.3% | +17.4% |
| 1Y | +14.0% | -35.7% | +49.7% | +19.4% |
| 3Y | +75.8% | -22.9% | +98.8% | +73.5% |
| All | +75.8% | -24.2% | +100.0% | +73.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling