+518.3%
BFC price history and return analytics
+221.4%
+296.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +3.2% | +1.0% | +2.1% | +2.4% |
| 30D | +1.1% | -0.2% | +1.3% | +1.2% |
| 3M | +9.9% | +4.5% | +5.3% | +6.1% |
| 6M | +14.6% | +14.1% | +0.6% | +3.6% |
| YTD | +28.3% | +14.8% | +13.5% | +15.4% |
| 1Y | +20.5% | +21.2% | -0.7% | +4.1% |
| 3Y | +112.6% | +76.6% | +36.0% | +40.2% |
| 5Y | +149.2% | +66.6% | +82.6% | +69.5% |
| 10Y | +518.3% | +222.3% | +296.0% | +175.6% |
| All | +518.3% | +221.4% | +296.9% | +175.6% |
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 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