-42.8%
BFAM price history and return analytics
+21.4%
-64.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.7% | -5.4% |
| 7D | -8.8% | +1.0% | -9.9% | -8.5% |
| 30D | -9.2% | -0.2% | -9.0% | -9.3% |
| 3M | +12.6% | +4.5% | +8.0% | +14.5% |
| 6M | -13.9% | +14.1% | -27.9% | -13.2% |
| YTD | -34.3% | +14.8% | -49.1% | -34.4% |
| 1Y | -42.8% | +21.2% | -64.0% | -44.6% |
| All | -42.8% | +21.4% | -64.2% | -44.6% |
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