+75.0%
VTI vs BIDU
-44.1%
+119.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.7% |
| 7D | -0.9% | -8.1% | +7.2% | +0.2% |
| 30D | -1.4% | -12.8% | +11.4% | +0.3% |
| 3M | +3.6% | -21.3% | +24.9% | +6.7% |
| 6M | +13.6% | -27.0% | +40.6% | +17.8% |
| YTD | +12.9% | -30.0% | +43.0% | +17.3% |
| 1Y | +17.2% | -18.3% | +35.5% | +18.4% |
| 3Y | +75.7% | -33.8% | +109.5% | +78.9% |
| All | +75.0% | -44.1% | +119.1% | +76.2% |
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