+806.5%
VTI vs BIDU
+1,294.4%
-487.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.4% |
| 7D | -0.4% | -2.4% | +2.1% | 0.0% |
| 30D | -1.6% | -16.0% | +14.4% | +1.2% |
| 3M | +3.6% | -24.0% | +27.6% | +8.2% |
| 6M | +13.0% | -24.9% | +37.9% | +17.6% |
| YTD | +12.7% | -29.6% | +42.3% | +18.1% |
| 1Y | +18.4% | -15.2% | +33.5% | +19.0% |
| 3Y | +76.4% | -32.2% | +108.6% | +79.9% |
| 5Y | +73.7% | -43.8% | +117.5% | +73.3% |
| 10Y | +302.5% | -49.5% | +352.0% | +283.4% |
| All | +806.5% | +1,294.4% | -487.9% | +420.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling