+1,072.3%
BELFA price history and return analytics
+229.8%
+842.5%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +2.4% |
| 7D | +3.1% | -1.1% | +4.2% | +4.3% |
| 30D | -12.1% | -1.0% | -11.1% | -11.2% |
| 3M | -20.1% | +3.2% | -23.3% | -22.1% |
| 6M | +14.3% | +12.5% | +1.8% | +2.9% |
| YTD | +37.6% | +14.1% | +23.6% | +22.8% |
| 1Y | +67.5% | +18.9% | +48.6% | +44.7% |
| 3Y | +347.9% | +74.1% | +273.8% | +183.3% |
| 5Y | +1,344.7% | +66.9% | +1,277.8% | +844.0% |
| All | +1,072.3% | +229.8% | +842.5% | +387.7% |
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 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