-71.6%
BEEP price history and return analytics
+76.0%
-147.6%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.3% | -2.5% |
| 7D | +3.1% | -0.1% | +3.3% | +3.3% |
| 30D | +6.9% | -0.7% | +7.6% | +7.3% |
| 3M | +56.1% | +4.0% | +52.1% | +51.6% |
| 6M | +11.7% | +12.3% | -0.5% | +2.0% |
| YTD | +15.7% | +14.0% | +1.7% | +4.4% |
| 1Y | -19.0% | +20.3% | -39.3% | -29.9% |
| 3Y | -56.3% | +75.4% | -131.7% | -75.7% |
| All | -71.6% | +76.0% | -147.6% | -84.1% |
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