-12.6%
BBGI price history and return analytics
+72.7%
-85.3%
-83.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.8% | -3.5% |
| 7D | -11.9% | -2.0% | -9.9% | -9.4% |
| 30D | -28.7% | -1.4% | -27.2% | -27.2% |
| 3M | -31.0% | +4.7% | -35.8% | -35.2% |
| 6M | +298.5% | +11.4% | +287.1% | +252.3% |
| YTD | +217.4% | +13.1% | +204.3% | +178.3% |
| 1Y | +225.8% | +19.0% | +206.8% | +183.6% |
| All | -12.6% | +72.7% | -85.3% | -20.3% |
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