-85.5%
BESS price history and return analytics
+53.2%
-138.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.1% | -2.0% | +11.7% |
| 7D | +20.5% | -4.2% | +24.7% | +42.6% |
| 30D | +16.3% | -5.8% | +22.1% | +48.1% |
| 3M | -9.9% | -5.2% | -4.7% | +11.0% |
| 6M | +12.3% | +0.1% | +12.2% | +11.1% |
| YTD | -74.9% | +8.2% | -83.1% | -84.6% |
| 1Y | -70.7% | +10.1% | -80.8% | -84.1% |
| 3Y | -37.1% | +69.7% | -106.8% | -78.7% |
| 5Y | -85.5% | +53.4% | -138.9% | -93.6% |
| All | -85.5% | +53.2% | -138.7% | -93.6% |
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 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