-92.5%
BB price history and return analytics
+357.6%
-450.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.6% | +2.9% | +2.5% |
| 7D | +15.0% | +0.4% | +14.6% | +14.7% |
| 30D | +3.5% | -2.6% | +6.1% | +7.4% |
| 3M | +2.7% | -3.2% | +5.9% | +7.6% |
| 6M | +44.7% | +0.9% | +43.8% | +45.5% |
| YTD | +143.3% | +11.3% | +132.0% | +118.8% |
| 1Y | +102.2% | +14.0% | +88.2% | +76.7% |
| 3Y | +156.1% | +75.8% | +80.3% | +42.0% |
| 5Y | -17.6% | +57.8% | -75.4% | -46.0% |
| 10Y | +29.0% | +219.8% | -190.8% | -55.5% |
| All | -92.5% | +357.6% | -450.2% | -98.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling