-6.6%
BHFAN vs VT
+18.7%
-25.3%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.6% | 0.0% |
| 7D | -0.6% | -2.0% | +1.4% | -0.1% |
| 30D | +3.5% | -1.4% | +5.0% | +3.9% |
| 3M | -4.7% | +4.7% | -9.4% | -5.9% |
| 6M | -10.4% | +11.4% | -21.7% | -13.0% |
| YTD | -1.9% | +13.1% | -15.0% | -5.3% |
| 1Y | -6.6% | +19.0% | -25.6% | -10.8% |
| All | -6.6% | +18.7% | -25.3% | -10.8% |
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