+142.2%
BEX price history and return analytics
+15.7%
+126.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.9% | -0.5% | +20.4% | +23.7% |
| 7D | +65.5% | +1.0% | +64.5% | +53.5% |
| 30D | +50.1% | -0.2% | +50.4% | +55.9% |
| 3M | -19.0% | +4.5% | -23.5% | -29.1% |
| 6M | +112.5% | +14.1% | +98.4% | +11.9% |
| YTD | +309.2% | +14.8% | +294.4% | +99.8% |
| All | +142.2% | +15.7% | +126.6% | +2.0% |
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