+977.1%
BE price history and return analytics
+150.5%
+826.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -1.5% |
| 7D | +23.9% | -0.1% | +24.1% | +24.4% |
| 30D | +27.8% | -0.7% | +28.5% | +30.1% |
| 3M | +3.7% | +4.0% | -0.3% | -1.2% |
| 6M | +78.0% | +12.3% | +65.7% | +46.7% |
| YTD | +209.9% | +14.0% | +195.9% | +151.4% |
| 1Y | +389.6% | +20.3% | +369.3% | +268.3% |
| 3Y | +1,730.6% | +75.4% | +1,655.2% | +584.0% |
| 5Y | +1,227.8% | +66.0% | +1,161.8% | +507.3% |
| All | +977.1% | +150.5% | +826.6% | +164.6% |
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