-22.8%
BEPH price history and return analytics
+70.0%
-92.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | 0.0% |
| 7D | -4.3% | +2.4% | -6.7% | -5.3% |
| 30D | -4.1% | -1.5% | -2.6% | -3.6% |
| 3M | -8.6% | -4.1% | -4.5% | -7.0% |
| 6M | -7.0% | +0.6% | -7.6% | -7.5% |
| YTD | -5.2% | +11.0% | -16.2% | -10.0% |
| 1Y | -6.8% | +13.3% | -20.1% | -12.4% |
| 3Y | +19.6% | +73.4% | -53.8% | -10.0% |
| 5Y | -24.7% | +57.4% | -82.2% | -42.8% |
| All | -22.8% | +70.0% | -92.9% | -42.6% |
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