+151.0%
BVN vs SPY
+318.9%
-167.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.0% |
| 7D | -2.6% | -2.0% | -0.7% | -1.4% |
| 30D | -2.7% | -1.7% | -1.1% | -1.7% |
| 3M | +10.3% | +4.7% | +5.6% | +7.4% |
| 6M | -10.5% | +12.5% | -23.0% | -15.9% |
| YTD | +25.2% | +11.7% | +13.4% | +18.1% |
| 1Y | +74.9% | +17.5% | +57.4% | +60.5% |
| 3Y | +330.7% | +76.6% | +254.1% | +209.7% |
| 5Y | +414.1% | +82.0% | +332.1% | +256.6% |
| All | +151.0% | +318.9% | -167.9% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 10y: compounded portfolio wealth divided by compounded SPY 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…
10y analysis · Full analysis span regression · 6 months rolling