-12.3%
BFRI vs VT
+15.2%
-27.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.2% | -1.0% |
| 7D | +2.0% | -0.3% | +2.3% | +2.6% |
| 30D | +1.4% | -1.4% | +2.9% | +4.0% |
| 3M | -25.9% | -1.4% | -24.5% | -24.4% |
| 6M | -18.6% | +5.5% | -24.0% | -23.9% |
| YTD | +58.6% | +12.8% | +45.7% | +30.0% |
| 1Y | -12.3% | +15.4% | -27.7% | -30.2% |
| All | -12.3% | +15.2% | -27.5% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling