-70.7%
BEEP price history and return analytics
+77.1%
-147.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.0% |
| 7D | +4.1% | +1.0% | +3.1% | +3.4% |
| 30D | +22.6% | -0.2% | +22.8% | +22.7% |
| 3M | +59.2% | +4.5% | +54.6% | +54.0% |
| 6M | +11.8% | +14.1% | -2.3% | +0.8% |
| YTD | +19.2% | +14.8% | +4.5% | +7.1% |
| 1Y | -15.8% | +21.2% | -37.0% | -27.5% |
| 3Y | -55.0% | +76.6% | -131.5% | -75.1% |
| All | -70.7% | +77.1% | -147.8% | -83.7% |
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