+74.2%
BBSC price history and return analytics
+94.7%
-20.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.3% |
| 7D | +1.6% | +2.4% | -0.7% | -1.2% |
| 30D | +2.9% | -1.5% | +4.4% | +4.9% |
| 3M | -7.3% | -4.1% | -3.2% | -2.5% |
| 6M | +2.2% | +0.6% | +1.7% | +1.3% |
| YTD | +16.3% | +11.0% | +5.3% | +1.9% |
| 1Y | +20.7% | +13.3% | +7.4% | +3.1% |
| 3Y | +75.5% | +73.4% | +2.1% | -10.0% |
| 5Y | +30.2% | +57.4% | -27.3% | -23.2% |
| All | +74.2% | +94.7% | -20.5% | -21.0% |
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