+737.9%
BE price history and return analytics
+146.1%
+591.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +1.1% | +11.8% | +10.5% |
| 7D | +4.5% | -0.7% | +5.2% | +8.0% |
| 30D | -20.1% | -1.7% | -18.4% | -15.0% |
| 3M | -0.8% | -2.3% | +1.5% | +7.9% |
| 6M | -26.2% | +1.5% | -27.7% | -23.0% |
| YTD | +141.1% | +12.0% | +129.0% | +109.5% |
| 1Y | +64.8% | +12.9% | +52.0% | +43.9% |
| 3Y | +1,887.4% | +74.9% | +1,812.4% | +666.9% |
| 5Y | +518.1% | +59.9% | +458.2% | +211.9% |
| All | +737.9% | +146.1% | +591.7% | +120.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling