-24.6%
BFAM price history and return analytics
+75.0%
-99.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -6.1% | +0.4% | -6.5% | -6.3% |
| 30D | -7.0% | +1.0% | -8.0% | -7.5% |
| 3M | +14.2% | +2.4% | +11.8% | +12.3% |
| 6M | -7.3% | +12.0% | -19.3% | -15.0% |
| YTD | -30.7% | +15.3% | -46.1% | -38.3% |
| 1Y | -39.6% | +22.6% | -62.2% | -49.3% |
| All | -24.6% | +75.0% | -99.6% | -62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling