+1,419.5%
BBSI price history and return analytics
+368.8%
+1,050.7%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.4% |
| 7D | -3.5% | -0.1% | -3.4% | -3.4% |
| 30D | +1.0% | -0.7% | +1.7% | +1.5% |
| 3M | -3.4% | +4.0% | -7.4% | -6.8% |
| 6M | +15.1% | +12.3% | +2.8% | +3.9% |
| YTD | -9.4% | +14.0% | -23.5% | -19.3% |
| 1Y | -30.1% | +20.3% | -50.4% | -40.3% |
| 3Y | +40.5% | +75.4% | -34.9% | -11.4% |
| 5Y | +78.3% | +66.0% | +12.4% | +16.0% |
| 10Y | +223.5% | +228.2% | -4.7% | +29.2% |
| All | +1,419.5% | +368.8% | +1,050.7% | +488.5% |
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