-39.8%
BHR vs VT
+13.3%
-53.0%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +10.4% | -1.6% | +12.1% | +11.2% |
| 30D | -10.8% | -2.5% | -8.3% | -10.0% |
| 3M | -31.5% | -1.3% | -30.2% | -31.4% |
| 6M | -38.3% | +3.1% | -41.4% | -41.1% |
| YTD | -48.4% | +10.9% | -59.4% | -53.4% |
| All | -39.8% | +13.3% | -53.0% | -46.7% |
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