+150.0%
BBC price history and return analytics
+215.5%
-65.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.2% | +5.4% | +5.3% |
| 7D | -0.1% | -2.3% | +2.2% | +3.1% |
| 30D | -0.6% | -5.0% | +4.3% | +6.3% |
| 3M | -17.3% | -4.9% | -12.5% | -11.7% |
| 6M | -6.5% | -1.5% | -5.0% | -4.4% |
| YTD | +11.6% | +8.5% | +3.1% | +1.0% |
| 1Y | +45.7% | +11.4% | +34.3% | +27.6% |
| 3Y | +135.9% | +70.1% | +65.9% | +24.0% |
| 5Y | -6.7% | +53.7% | -60.5% | -43.5% |
| All | +150.0% | +215.5% | -65.6% | -33.4% |
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