+426.4%
BVN vs SPY
+81.0%
+345.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +3.9% |
| 7D | +3.4% | -0.4% | +3.8% | +3.7% |
| 30D | +2.3% | -1.4% | +3.7% | +3.2% |
| 3M | +14.2% | +3.7% | +10.5% | +12.0% |
| 6M | -2.9% | +13.0% | -15.9% | -8.6% |
| YTD | +30.9% | +12.4% | +18.5% | +23.6% |
| 1Y | +87.0% | +18.5% | +68.4% | +72.3% |
| 3Y | +350.3% | +77.6% | +272.6% | +241.0% |
| 5Y | +426.4% | +81.7% | +344.7% | +272.6% |
| All | +426.4% | +81.0% | +345.4% | +272.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling