+796.5%
BELFA price history and return analytics
+368.8%
+427.7%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | -0.3% |
| 7D | +0.8% | -0.1% | +0.9% | +0.9% |
| 30D | -10.4% | -0.7% | -9.7% | -9.8% |
| 3M | -16.8% | +4.0% | -20.8% | -19.2% |
| 6M | +18.1% | +12.3% | +5.8% | +7.9% |
| YTD | +34.6% | +14.0% | +20.5% | +21.8% |
| 1Y | +71.9% | +20.3% | +51.5% | +49.7% |
| 3Y | +331.0% | +75.4% | +255.6% | +180.6% |
| 5Y | +1,316.5% | +66.0% | +1,250.6% | +857.2% |
| 10Y | +1,077.4% | +228.2% | +849.2% | +360.7% |
| All | +796.5% | +368.8% | +427.7% | +88.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling