-61.8%
BFAM price history and return analytics
+58.5%
-120.4%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.2% |
| 7D | -4.8% | +2.9% | -7.7% | -7.1% |
| 30D | -22.6% | -2.5% | -20.1% | -21.0% |
| 3M | -26.1% | -3.3% | -22.8% | -24.2% |
| 6M | -23.6% | +1.5% | -25.2% | -25.5% |
| YTD | -47.9% | +11.4% | -59.3% | -54.1% |
| 1Y | -47.2% | +11.9% | -59.1% | -53.7% |
| 3Y | -35.5% | +73.9% | -109.4% | -65.4% |
| 5Y | -61.8% | +57.9% | -119.7% | -78.3% |
| All | -61.8% | +58.5% | -120.4% | -78.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling