+242.2%
BEP price history and return analytics
+221.8%
+20.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.6% | +1.6% |
| 7D | -3.7% | +2.4% | -6.1% | -5.7% |
| 30D | +7.5% | -1.5% | +9.0% | +8.8% |
| 3M | -13.8% | -4.1% | -9.7% | -10.6% |
| 6M | -11.0% | +0.6% | -11.6% | -11.6% |
| YTD | +15.1% | +11.0% | +4.1% | +4.8% |
| 1Y | +7.1% | +13.3% | -6.3% | -4.3% |
| 3Y | +56.6% | +73.4% | -16.8% | -2.8% |
| 5Y | -3.4% | +57.4% | -60.8% | -35.3% |
| All | +242.2% | +221.8% | +20.5% | +25.0% |
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 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