-90.5%
BEAT price history and return analytics
+63.6%
-154.1%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +4.8% |
| 7D | -2.2% | +1.0% | -3.2% | -3.5% |
| 30D | -15.1% | -0.2% | -14.8% | -14.8% |
| 3M | -45.1% | +4.5% | -49.6% | -47.7% |
| 6M | -68.2% | +14.1% | -82.3% | -72.5% |
| YTD | -81.5% | +14.8% | -96.2% | -83.9% |
| 1Y | -67.0% | +21.2% | -88.2% | -73.3% |
| 3Y | -78.1% | +76.6% | -154.6% | -87.4% |
| All | -90.5% | +63.6% | -154.1% | -93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling