-97.5%
BEZ price history and return analytics
+8.3%
-105.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.2% | +0.9% | -14.1% | -6.7% |
| 7D | -20.8% | -1.1% | -19.7% | -26.8% |
| 30D | -35.5% | -1.0% | -34.5% | -38.6% |
| 3M | -73.8% | +3.2% | -77.0% | -54.9% |
| 6M | -96.4% | +12.5% | -108.9% | -89.0% |
| All | -97.5% | +8.3% | -105.8% | -94.0% |
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 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