-91.6%
BEAT price history and return analytics
+58.3%
-149.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.6% |
| 7D | -1.5% | +2.4% | -3.8% | -4.4% |
| 30D | +0.8% | -1.5% | +2.3% | +2.8% |
| 3M | -32.9% | -4.1% | -28.8% | -28.8% |
| 6M | -60.8% | +0.6% | -61.3% | -60.5% |
| YTD | -83.5% | +11.0% | -94.5% | -85.0% |
| 1Y | -74.8% | +13.3% | -88.1% | -77.9% |
| 3Y | -69.5% | +73.4% | -142.9% | -81.9% |
| 5Y | -90.7% | +57.4% | -148.1% | -93.8% |
| All | -91.6% | +58.3% | -149.9% | -94.4% |
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 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