-19.6%
BHFAO vs VT
+149.9%
-169.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -3.4% | +2.4% | -5.7% | -4.3% |
| 30D | -6.2% | -1.5% | -4.7% | -5.7% |
| 3M | -9.7% | -4.1% | -5.6% | -8.2% |
| 6M | -21.2% | +0.6% | -21.8% | -21.6% |
| YTD | -13.7% | +11.0% | -24.7% | -17.6% |
| 1Y | -15.9% | +13.3% | -29.3% | -20.5% |
| 3Y | -24.5% | +73.4% | -97.9% | -40.2% |
| 5Y | -34.4% | +57.4% | -91.9% | -47.0% |
| All | -19.6% | +149.9% | -169.5% | -45.4% |
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