-0.8%
BB price history and return analytics
+226.9%
-227.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.9% | -1.4% |
| 7D | -2.1% | -2.0% | -0.1% | +0.9% |
| 30D | -16.0% | -1.4% | -14.6% | -14.1% |
| 3M | -14.5% | +4.7% | -19.2% | -19.7% |
| 6M | +118.6% | +11.4% | +107.2% | +87.8% |
| YTD | +98.9% | +13.1% | +85.9% | +67.0% |
| 1Y | +99.5% | +19.0% | +80.4% | +55.1% |
| 3Y | +65.4% | +73.9% | -8.6% | -24.3% |
| 5Y | -27.6% | +65.4% | -93.0% | -62.6% |
| All | -0.8% | +226.9% | -227.7% | -76.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling