+110.7%
BBC price history and return analytics
+248.2%
-137.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +0.8% | +0.4% | +0.3% | +0.2% |
| 30D | +4.9% | +1.0% | +3.9% | +3.6% |
| 3M | +25.0% | +2.4% | +22.6% | +21.3% |
| 6M | +26.3% | +12.0% | +14.3% | +9.3% |
| YTD | +39.3% | +15.3% | +24.0% | +16.1% |
| 1Y | +132.4% | +22.6% | +109.8% | +79.3% |
| 3Y | +152.4% | +74.7% | +77.7% | +26.2% |
| 5Y | +14.9% | +66.1% | -51.2% | -37.4% |
| 10Y | +181.0% | +225.0% | -44.1% | -33.2% |
| All | +110.7% | +248.2% | -137.5% | -53.6% |
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 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