-86.1%
BHST vs VT
+53.4%
-139.5%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.5% | +6.6% |
| 7D | -4.2% | -2.3% | -1.9% | -3.0% |
| 30D | +6.7% | -5.0% | +11.7% | +9.9% |
| 3M | -36.7% | -4.9% | -31.8% | -34.9% |
| 6M | -62.1% | -1.5% | -60.6% | -62.1% |
| YTD | -69.4% | +8.5% | -77.8% | -71.4% |
| 1Y | -79.7% | +11.4% | -91.1% | -81.3% |
| 3Y | -63.7% | +70.1% | -133.7% | -74.5% |
| All | -86.1% | +53.4% | -139.5% | -88.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling