-69.4%
BEAT price history and return analytics
+19.8%
-89.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.2% | -4.6% |
| 7D | -6.9% | -0.1% | -6.8% | -6.8% |
| 30D | -23.7% | -0.7% | -23.0% | -22.7% |
| 3M | -46.8% | +4.0% | -50.8% | -50.3% |
| 6M | -71.7% | +12.3% | -84.0% | -76.7% |
| YTD | -82.5% | +14.0% | -96.6% | -85.7% |
| All | -69.4% | +19.8% | -89.2% | -75.3% |
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 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