-91.3%
BEAT price history and return analytics
+61.2%
-152.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.3% | -1.1% |
| 7D | -2.4% | -2.0% | -0.4% | 0.0% |
| 30D | -30.2% | -1.4% | -28.7% | -28.9% |
| 3M | -46.3% | +4.7% | -51.1% | -49.0% |
| 6M | -69.6% | +11.4% | -81.0% | -73.0% |
| YTD | -82.9% | +13.1% | -96.0% | -84.9% |
| 1Y | -70.1% | +19.0% | -89.1% | -75.2% |
| 3Y | -79.8% | +73.9% | -153.7% | -88.1% |
| All | -91.3% | +61.2% | -152.5% | -94.3% |
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