+32.3%
VT vs BIYA
-99.9%
+132.1%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | +0.2% |
| 7D | -2.3% | -10.5% | +8.2% | -2.3% |
| 30D | -5.0% | -51.7% | +46.8% | -5.0% |
| 3M | -4.9% | -60.8% | +55.9% | -4.9% |
| 6M | -1.5% | -90.6% | +89.1% | -1.7% |
| YTD | +8.5% | -97.1% | +105.6% | +9.1% |
| 1Y | +11.4% | -99.1% | +110.4% | +13.0% |
| All | +32.3% | -99.9% | +132.1% | +35.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling