-77.4%
BEEP price history and return analytics
+71.4%
-148.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.3% |
| 7D | -2.5% | +2.4% | -4.9% | -4.0% |
| 30D | -10.0% | -1.5% | -8.5% | -9.1% |
| 3M | -3.7% | -4.1% | +0.4% | -1.0% |
| 6M | +20.9% | +0.6% | +20.4% | +20.1% |
| YTD | -8.2% | +11.0% | -19.3% | -15.7% |
| 1Y | -29.1% | +13.3% | -42.4% | -36.0% |
| 3Y | -44.6% | +73.4% | -118.0% | -66.3% |
| All | -77.4% | +71.4% | -148.8% | -87.2% |
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 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