-4.2%
BEX price history and return analytics
+12.2%
-16.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +24.4% | +2.6% | +21.8% | +4.2% |
| 7D | -8.3% | +0.4% | -8.6% | -6.2% |
| 30D | -58.6% | -2.6% | -56.0% | -42.4% |
| 3M | -40.6% | -3.2% | -37.4% | -8.3% |
| 6M | -72.1% | +0.9% | -73.0% | -60.8% |
| YTD | +61.8% | +11.3% | +50.5% | +17.6% |
| All | -4.2% | +12.2% | -16.4% | -40.0% |
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