+89.0%
BFAM price history and return analytics
+296.2%
-207.2%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.7% |
| 7D | -2.7% | -2.3% | -0.3% | -0.6% |
| 30D | -19.9% | -5.0% | -15.0% | -16.1% |
| 3M | -27.6% | -4.9% | -22.8% | -24.4% |
| 6M | -19.3% | -1.5% | -17.8% | -19.2% |
| YTD | -47.2% | +8.5% | -55.7% | -52.3% |
| 1Y | -45.3% | +11.4% | -56.7% | -51.9% |
| 3Y | -37.0% | +70.1% | -107.1% | -63.8% |
| 5Y | -64.0% | +53.7% | -117.7% | -77.1% |
| 10Y | -15.2% | +220.0% | -235.1% | -71.2% |
| All | +89.0% | +296.2% | -207.2% | -46.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling