-70.0%
BEAT price history and return analytics
+23.4%
-93.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.0% | -7.7% | -8.6% |
| 7D | -13.6% | +0.1% | -13.7% | -13.9% |
| 30D | -15.5% | +0.8% | -16.3% | -16.8% |
| 3M | -52.9% | +2.8% | -55.6% | -54.9% |
| 6M | -71.4% | +13.0% | -84.4% | -76.7% |
| YTD | -82.5% | +15.4% | -97.9% | -85.9% |
| All | -70.0% | +23.4% | -93.4% | -76.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling