+309.0%
BBP price history and return analytics
+238.2%
+70.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | 0.0% | +0.1% |
| 7D | -0.4% | -0.7% | +0.3% | +0.3% |
| 30D | +1.3% | -1.7% | +3.1% | +3.1% |
| 3M | +3.3% | -2.3% | +5.6% | +5.7% |
| 6M | +20.0% | +1.5% | +18.5% | +17.9% |
| YTD | +31.4% | +12.0% | +19.3% | +17.2% |
| 1Y | +35.0% | +12.9% | +22.1% | +19.6% |
| 3Y | +123.5% | +74.9% | +48.6% | +28.9% |
| 5Y | +106.7% | +59.9% | +46.8% | +30.1% |
| 10Y | +198.9% | +224.6% | -25.8% | -10.2% |
| All | +309.0% | +238.2% | +70.8% | +17.6% |
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