+42.8%
BELFA price history and return analytics
+13.3%
+29.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.2% |
| 7D | +9.1% | -1.6% | +10.7% | +12.8% |
| 30D | -8.2% | -2.5% | -5.7% | -2.8% |
| 3M | -12.5% | -1.3% | -11.2% | -9.4% |
| 6M | -25.0% | +3.1% | -28.1% | -29.1% |
| YTD | +26.6% | +10.9% | +15.7% | +2.0% |
| All | +42.8% | +13.3% | +29.6% | +8.0% |
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