-0.2%
BEP price history and return analytics
+57.4%
-57.6%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -2.0% |
| 7D | +3.8% | +0.4% | +3.4% | +3.3% |
| 30D | +5.6% | -2.6% | +8.2% | +7.8% |
| 3M | -4.9% | -3.2% | -1.6% | -2.3% |
| 6M | -6.2% | +0.9% | -7.2% | -7.1% |
| YTD | +19.8% | +11.3% | +8.5% | +9.4% |
| 1Y | +3.8% | +14.0% | -10.2% | -7.1% |
| 3Y | +62.2% | +75.8% | -13.6% | +3.6% |
| 5Y | -0.2% | +57.8% | -58.0% | -34.0% |
| All | -0.2% | +57.4% | -57.6% | -34.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling