-7.4%
BHFAO vs VT
+159.6%
-167.1%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.6% | +0.4% | -1.1% | -0.8% |
| 30D | +2.3% | +1.0% | +1.3% | +1.9% |
| 3M | -3.5% | +2.4% | -5.9% | -4.5% |
| 6M | -9.4% | +12.0% | -21.4% | -13.7% |
| YTD | -0.6% | +15.3% | -15.9% | -6.5% |
| 1Y | -13.3% | +22.6% | -35.9% | -20.5% |
| 3Y | -21.9% | +74.7% | -96.6% | -38.3% |
| 5Y | -26.1% | +66.1% | -92.2% | -41.5% |
| All | -7.4% | +159.6% | -167.1% | -38.1% |
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