-30.0%
BHFAN vs VT
+109.0%
-139.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.3% | +0.4% | -0.8% | -0.6% |
| 30D | +3.2% | +1.0% | +2.2% | +2.7% |
| 3M | -1.6% | +2.4% | -4.0% | -2.9% |
| 6M | -8.6% | +12.0% | -20.6% | -13.8% |
| YTD | -0.7% | +15.3% | -16.0% | -7.7% |
| 1Y | -14.5% | +22.6% | -37.1% | -23.1% |
| 3Y | -13.9% | +74.7% | -88.5% | -36.2% |
| 5Y | -36.5% | +66.1% | -102.7% | -53.3% |
| All | -30.0% | +109.0% | -139.0% | -50.0% |
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