+123.4%
BBC price history and return analytics
+69.4%
+54.0%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -4.1% | -2.6% | -0.9% |
| 7D | -7.2% | -4.2% | -3.0% | -1.3% |
| 30D | -5.8% | -5.8% | 0.0% | +2.7% |
| 3M | -20.4% | -5.2% | -15.2% | -14.0% |
| 6M | -9.3% | +0.1% | -9.4% | -9.4% |
| YTD | +5.6% | +8.2% | -2.6% | -5.7% |
| 1Y | +38.3% | +10.1% | +28.2% | +20.4% |
| All | +123.4% | +69.4% | +54.0% | -8.2% |
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