-26.7%
BFAM price history and return analytics
+221.8%
-248.4%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | +0.1% |
| 7D | -1.6% | +2.4% | -3.9% | -3.8% |
| 30D | -23.0% | -1.5% | -21.5% | -21.9% |
| 3M | -28.1% | -4.1% | -24.0% | -25.4% |
| 6M | -23.2% | +0.6% | -23.8% | -24.7% |
| YTD | -48.0% | +11.0% | -59.1% | -54.5% |
| 1Y | -47.4% | +13.3% | -60.8% | -54.9% |
| 3Y | -36.6% | +73.4% | -110.0% | -65.6% |
| 5Y | -61.9% | +57.4% | -119.3% | -77.1% |
| All | -26.7% | +221.8% | -248.4% | -75.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling