-86.4%
BESS price history and return analytics
+66.2%
-152.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.3% |
| 7D | +4.1% | +0.4% | +3.6% | +2.1% |
| 30D | +4.1% | +1.0% | +3.1% | -0.6% |
| 3M | 0.0% | +2.4% | -2.4% | -9.0% |
| 6M | -6.2% | +12.0% | -18.2% | -45.4% |
| YTD | -71.0% | +15.3% | -86.3% | -86.1% |
| 1Y | -49.2% | +22.6% | -71.8% | -82.8% |
| 3Y | -56.4% | +74.7% | -131.1% | -87.7% |
| All | -86.4% | +66.2% | -152.6% | -95.2% |
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