-3.0%
BHFAP vs VT
+155.6%
-158.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -0.7% | +0.4% | -1.1% | -1.0% |
| 30D | +2.9% | +1.0% | +1.9% | +2.2% |
| 3M | -3.9% | +2.4% | -6.3% | -5.6% |
| 6M | -9.2% | +12.0% | -21.2% | -16.3% |
| YTD | -1.1% | +15.3% | -16.5% | -10.9% |
| 1Y | -13.7% | +22.6% | -36.3% | -25.6% |
| 3Y | -19.2% | +74.7% | -93.9% | -47.1% |
| 5Y | -24.9% | +66.1% | -91.0% | -49.3% |
| All | -3.0% | +155.6% | -158.6% | -62.9% |
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