+127.7%
BEX price history and return analytics
+14.9%
+112.8%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.6% | -5.3% | -1.2% |
| 7D | +50.1% | -0.1% | +50.2% | +51.9% |
| 30D | +53.4% | -0.7% | +54.1% | +64.8% |
| 3M | -26.8% | +4.0% | -30.8% | -33.1% |
| 6M | +62.2% | +12.3% | +49.9% | -3.7% |
| YTD | +284.7% | +14.0% | +270.6% | +97.5% |
| All | +127.7% | +14.9% | +112.8% | +0.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling