+40.6%
VT vs BIYA
-99.8%
+140.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | 0.0% |
| 7D | +0.4% | +1.3% | -0.9% | +0.4% |
| 30D | +1.0% | -21.0% | +22.0% | +1.0% |
| 3M | +2.4% | -74.3% | +76.7% | +2.2% |
| 6M | +12.0% | -84.6% | +96.6% | +12.0% |
| YTD | +15.3% | -94.2% | +109.5% | +16.0% |
| 1Y | +22.6% | -98.2% | +120.8% | +24.7% |
| All | +40.6% | -99.8% | +140.4% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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