-97.1%
BEZ price history and return analytics
+5.4%
-102.4%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.1% | 0.0% | -18.2% | -17.9% |
| 7D | -1.8% | -1.6% | -0.2% | -11.8% |
| 30D | +45.9% | -2.5% | +48.4% | +29.7% |
| 3M | -40.7% | -1.3% | -39.4% | -39.1% |
| 6M | -68.7% | +3.1% | -71.8% | -40.9% |
| All | -97.1% | +5.4% | -102.4% | -93.8% |
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 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