+333.6%
BHE vs VT
+346.0%
-12.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.5% |
| 7D | -11.7% | -2.3% | -9.3% | -9.3% |
| 30D | -27.4% | -5.0% | -22.5% | -23.0% |
| 3M | -26.5% | -4.9% | -21.6% | -22.0% |
| 6M | -30.0% | -1.5% | -28.4% | -27.8% |
| YTD | +42.2% | +8.5% | +33.8% | +32.7% |
| 1Y | +34.6% | +11.4% | +23.2% | +22.3% |
| 3Y | +158.3% | +70.1% | +88.2% | +54.4% |
| 5Y | +155.2% | +53.7% | +101.5% | +67.6% |
| 10Y | +190.6% | +220.0% | -29.3% | -9.4% |
| All | +333.6% | +346.0% | -12.4% | +16.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling