-37.1%
BESS price history and return analytics
+69.4%
-106.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.1% | -2.0% | +25.5% |
| 7D | +20.5% | -4.2% | +24.7% | +58.3% |
| 30D | +16.3% | -5.8% | +22.1% | +72.8% |
| 3M | -9.9% | -5.2% | -4.7% | +23.0% |
| 6M | +12.3% | +0.1% | +12.2% | -7.6% |
| YTD | -74.9% | +8.2% | -83.1% | -93.5% |
| 1Y | -70.7% | +10.1% | -80.8% | -94.4% |
| All | -37.1% | +69.4% | -106.5% | -100.9% |
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