+21.9%
BB price history and return analytics
+221.8%
-199.8%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.0% |
| 7D | +1.8% | +2.4% | -0.5% | -1.5% |
| 30D | +8.1% | -1.5% | +9.6% | +11.5% |
| 3M | -1.0% | -4.1% | +3.1% | +6.6% |
| 6M | +45.9% | +0.6% | +45.3% | +47.5% |
| YTD | +134.8% | +11.0% | +123.8% | +104.4% |
| 1Y | +104.6% | +13.3% | +91.3% | +72.2% |
| 3Y | +152.8% | +73.4% | +79.4% | +17.3% |
| 5Y | -17.4% | +57.4% | -74.9% | -54.2% |
| All | +21.9% | +221.8% | -199.8% | -69.6% |
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