+1,405.9%
BFC price history and return analytics
+346.0%
+1,059.9%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | -0.8% | -2.3% | +1.6% | -0.1% |
| 30D | +0.2% | -5.0% | +5.2% | +1.7% |
| 3M | -4.2% | -4.9% | +0.7% | -2.8% |
| 6M | +2.3% | -1.5% | +3.8% | +2.6% |
| YTD | +22.8% | +8.5% | +14.3% | +19.6% |
| 1Y | +22.6% | +11.4% | +11.2% | +18.4% |
| 3Y | +94.9% | +70.1% | +24.8% | +67.7% |
| 5Y | +123.3% | +53.7% | +69.5% | +96.0% |
| 10Y | +495.6% | +220.0% | +275.6% | +362.6% |
| All | +1,405.9% | +346.0% | +1,059.9% | +1,072.0% |
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