+8.1%
BBH price history and return analytics
+63.7%
-55.6%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.4% |
| 7D | -6.2% | -2.0% | -4.2% | -4.6% |
| 30D | +4.1% | -1.4% | +5.5% | +5.4% |
| 3M | +24.9% | +4.7% | +20.2% | +19.8% |
| 6M | +18.6% | +11.4% | +7.3% | +7.5% |
| YTD | +20.8% | +13.1% | +7.8% | +8.0% |
| 1Y | +38.6% | +19.0% | +19.5% | +18.3% |
| 3Y | +45.3% | +73.9% | -28.7% | -12.5% |
| 5Y | +8.1% | +65.4% | -57.3% | -32.7% |
| All | +8.1% | +63.7% | -55.6% | -32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling