-16.5%
BEPH price history and return analytics
+74.6%
-91.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.1% |
| 7D | -1.1% | -1.1% | +0.1% | -0.6% |
| 30D | -1.2% | -1.0% | -0.2% | -0.8% |
| 3M | +2.0% | +3.2% | -1.2% | +0.5% |
| 6M | +2.8% | +12.5% | -9.6% | -2.8% |
| YTD | +2.6% | +14.1% | -11.4% | -3.7% |
| 1Y | -4.1% | +18.9% | -23.0% | -11.8% |
| 3Y | +19.0% | +74.1% | -55.1% | -10.3% |
| 5Y | -19.4% | +66.9% | -86.3% | -39.9% |
| All | -16.5% | +74.6% | -91.1% | -38.5% |
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