-78.1%
BEAT price history and return analytics
+76.6%
-154.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +5.0% |
| 7D | -2.2% | +1.0% | -3.2% | -4.0% |
| 30D | -15.1% | -0.2% | -14.8% | -14.8% |
| 3M | -45.1% | +4.5% | -49.6% | -48.7% |
| 6M | -68.2% | +14.1% | -82.3% | -74.0% |
| YTD | -81.5% | +14.8% | -96.2% | -84.8% |
| 1Y | -67.0% | +21.2% | -88.2% | -75.4% |
| 3Y | -78.1% | +76.6% | -154.6% | -90.2% |
| All | -78.1% | +76.6% | -154.7% | -90.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling