+446.3%
BELFB price history and return analytics
+74.2%
+372.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +1.5% |
| 7D | +2.7% | -1.1% | +3.8% | +4.6% |
| 30D | -15.0% | -1.0% | -14.0% | -13.5% |
| 3M | -15.6% | +3.2% | -18.7% | -19.2% |
| 6M | +24.7% | +12.5% | +12.2% | +3.9% |
| YTD | +47.7% | +14.1% | +33.7% | +20.9% |
| 1Y | +69.0% | +18.9% | +50.1% | +30.2% |
| 3Y | +446.3% | +74.1% | +372.2% | +214.2% |
| All | +446.3% | +74.2% | +372.0% | +214.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling