+465.4%
BE price history and return analytics
+57.4%
+408.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.6% | +9.3% | +5.3% |
| 7D | -1.2% | +0.4% | -1.6% | -1.0% |
| 30D | -30.9% | -2.6% | -28.3% | -24.4% |
| 3M | -11.6% | -3.2% | -8.4% | -0.7% |
| 6M | -25.7% | +0.9% | -26.7% | -21.5% |
| YTD | +123.1% | +11.3% | +111.8% | +91.9% |
| 1Y | +43.4% | +14.0% | +29.4% | +19.3% |
| 3Y | +1,683.6% | +75.8% | +1,607.8% | +496.4% |
| 5Y | +465.4% | +57.8% | +407.6% | +163.9% |
| All | +465.4% | +57.4% | +408.0% | +163.9% |
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