-99.1%
BFRI vs VT
+57.1%
-156.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.2% | +2.2% |
| 7D | -5.2% | -2.3% | -2.8% | -2.2% |
| 30D | -11.4% | -5.0% | -6.5% | -5.5% |
| 3M | -33.8% | -4.9% | -28.9% | -29.5% |
| 6M | -27.4% | -1.5% | -25.8% | -25.2% |
| YTD | +45.3% | +8.5% | +36.8% | +34.4% |
| 1Y | -28.6% | +11.4% | -40.0% | -35.6% |
| 3Y | -79.8% | +70.1% | -149.9% | -88.7% |
| 5Y | -98.7% | +53.7% | -152.5% | -99.4% |
| All | -99.1% | +57.1% | -156.2% | -99.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling