+110.2%
BEX price history and return analytics
+13.9%
+96.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.9% | -6.8% | -1.3% |
| 7D | +18.9% | -2.0% | +20.9% | +38.2% |
| 30D | +41.1% | -1.4% | +42.5% | +61.0% |
| 3M | -16.9% | +4.7% | -21.6% | -27.7% |
| 6M | +43.9% | +11.4% | +32.5% | -8.7% |
| YTD | +255.1% | +13.1% | +242.0% | +95.0% |
| All | +110.2% | +13.9% | +96.3% | -0.5% |
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