+66.6%
VT vs BIDU
-40.6%
+107.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | -0.6% |
| 7D | +0.4% | +2.4% | -2.0% | +0.1% |
| 30D | +1.0% | -10.5% | +11.5% | +2.5% |
| 3M | +2.4% | -26.2% | +28.6% | +6.7% |
| 6M | +12.0% | -16.4% | +28.4% | +14.2% |
| YTD | +15.3% | -23.9% | +39.2% | +18.8% |
| 1Y | +22.6% | +1.3% | +21.3% | +19.9% |
| 3Y | +74.7% | -32.1% | +106.8% | +77.7% |
| All | +66.6% | -40.6% | +107.2% | +66.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling