+264.8%
BEG price history and return analytics
+15.1%
+249.7%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +0.9% | +12.9% | +7.2% |
| 7D | +16.6% | -1.1% | +17.7% | +26.9% |
| 30D | +27.6% | -1.0% | +28.5% | +40.3% |
| 3M | -17.4% | +3.2% | -20.5% | -21.6% |
| 6M | +47.6% | +12.5% | +35.2% | -8.3% |
| YTD | +286.2% | +14.1% | +272.1% | +108.1% |
| All | +264.8% | +15.1% | +249.7% | +75.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling