+190.2%
BHE vs VT
+66.2%
+124.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +1.9% | +0.4% | +1.4% | +1.3% |
| 30D | -13.6% | +1.0% | -14.6% | -14.6% |
| 3M | -17.8% | +2.4% | -20.2% | -19.6% |
| 6M | +27.3% | +12.0% | +15.3% | +12.5% |
| YTD | +70.7% | +15.3% | +55.4% | +45.9% |
| 1Y | +82.9% | +22.6% | +60.3% | +46.4% |
| 3Y | +193.7% | +74.7% | +119.0% | +69.8% |
| All | +190.2% | +66.2% | +124.0% | +75.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling