+675.5%
BE price history and return analytics
+144.5%
+531.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.6% | +9.3% | +6.2% |
| 7D | -1.2% | +0.4% | -1.6% | -0.9% |
| 30D | -30.9% | -2.6% | -28.3% | -25.2% |
| 3M | -11.6% | -3.2% | -8.4% | -2.0% |
| 6M | -25.7% | +0.9% | -26.7% | -21.7% |
| YTD | +123.1% | +11.3% | +111.8% | +96.2% |
| 1Y | +43.4% | +14.0% | +29.4% | +22.4% |
| 3Y | +1,683.6% | +75.8% | +1,607.8% | +579.4% |
| 5Y | +465.4% | +57.8% | +407.6% | +192.4% |
| All | +675.5% | +144.5% | +531.0% | +106.4% |
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