+7.6%
BEX price history and return analytics
+13.7%
-6.1%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.8% | +1.7% | -14.5% | -25.9% |
| 7D | -24.7% | -0.3% | -24.4% | -23.8% |
| 30D | -55.8% | -1.4% | -54.4% | -48.0% |
| 3M | -38.7% | -1.4% | -37.3% | -25.2% |
| 6M | -74.6% | +5.5% | -80.1% | -75.8% |
| YTD | +81.8% | +12.8% | +69.0% | +9.5% |
| All | +7.6% | +13.7% | -6.1% | -44.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling