+106.8%
BBH price history and return analytics
+229.8%
-123.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.4% |
| 7D | -4.9% | -1.1% | -3.8% | -3.9% |
| 30D | +4.1% | -1.0% | +5.1% | +5.0% |
| 3M | +22.1% | +3.2% | +18.9% | +18.6% |
| 6M | +19.4% | +12.5% | +7.0% | +7.4% |
| YTD | +21.2% | +14.1% | +7.1% | +7.7% |
| 1Y | +36.1% | +18.9% | +17.2% | +16.6% |
| 3Y | +44.3% | +74.1% | -29.8% | -11.8% |
| 5Y | +8.5% | +66.9% | -58.4% | -31.4% |
| All | +106.8% | +229.8% | -123.0% | -28.9% |
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