+298.2%
BBY price history and return analytics
+371.8%
-73.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | +8.1% | +1.0% | +7.1% | +7.1% |
| 30D | +8.9% | -0.2% | +9.2% | +9.1% |
| 3M | +22.0% | +4.5% | +17.5% | +16.5% |
| 6M | +37.8% | +14.1% | +23.8% | +20.1% |
| YTD | +37.3% | +14.8% | +22.5% | +18.7% |
| 1Y | +21.6% | +21.2% | +0.4% | -0.2% |
| 3Y | +41.5% | +76.6% | -35.1% | -18.6% |
| 5Y | +1.2% | +66.6% | -65.4% | -37.8% |
| 10Y | +237.8% | +222.3% | +15.5% | +16.9% |
| All | +298.2% | +371.8% | -73.6% | -4.9% |
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