+121.7%
BBT price history and return analytics
+356.5%
-234.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.5% |
| 7D | +0.5% | +2.4% | -1.8% | -1.7% |
| 30D | +14.8% | -1.5% | +16.3% | +16.1% |
| 3M | -3.0% | -4.1% | +1.2% | +0.5% |
| 6M | +11.9% | +0.6% | +11.4% | +10.4% |
| YTD | +21.7% | +11.0% | +10.7% | +8.7% |
| 1Y | +27.7% | +13.3% | +14.4% | +11.8% |
| 3Y | +69.4% | +73.4% | -4.0% | -1.5% |
| 5Y | +30.2% | +57.4% | -27.2% | -16.9% |
| 10Y | +29.7% | +221.7% | -192.0% | -54.4% |
| All | +121.7% | +356.5% | -234.8% | -35.8% |
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