+220.6%
BEG price history and return analytics
+14.1%
+206.5%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.9% | -7.5% | -2.1% |
| 7D | +18.1% | -2.0% | +20.1% | +36.6% |
| 30D | +38.4% | -1.4% | +39.8% | +57.3% |
| 3M | -19.4% | +4.7% | -24.1% | -29.6% |
| 6M | +38.8% | +11.4% | +27.5% | -7.6% |
| YTD | +239.4% | +13.1% | +226.3% | +94.0% |
| All | +220.6% | +14.1% | +206.5% | +63.4% |
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