+64.5%
BB price history and return analytics
+77.9%
-13.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -5.6% | +0.4% | -6.1% | -6.3% |
| 30D | -11.8% | +1.0% | -12.8% | -13.1% |
| 3M | -25.5% | +2.4% | -27.9% | -27.9% |
| 6M | +121.3% | +12.0% | +109.3% | +85.7% |
| YTD | +103.2% | +15.3% | +87.8% | +62.0% |
| 1Y | +102.6% | +22.6% | +80.0% | +45.4% |
| All | +64.5% | +77.9% | -13.3% | -38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling