+532.2%
BE price history and return analytics
+57.0%
+475.1%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.6% | -4.2% |
| 7D | +10.8% | +2.4% | +8.5% | +5.4% |
| 30D | -19.8% | -1.5% | -18.3% | -14.6% |
| 3M | -18.7% | -4.1% | -14.6% | -6.4% |
| 6M | -33.7% | +0.6% | -34.3% | -29.0% |
| YTD | +121.0% | +11.0% | +109.9% | +92.0% |
| 1Y | +85.4% | +13.3% | +72.1% | +56.0% |
| 3Y | +1,709.5% | +73.4% | +1,636.1% | +529.3% |
| All | +532.2% | +57.0% | +475.1% | +197.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling