+117.7%
BFEB price history and return analytics
+127.1%
-9.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.2% |
| 7D | -0.2% | -0.1% | -0.1% | -0.1% |
| 30D | -0.2% | -0.7% | +0.5% | +0.3% |
| 3M | +3.3% | +4.0% | -0.7% | +0.5% |
| 6M | +9.5% | +12.3% | -2.8% | +0.9% |
| YTD | +10.5% | +14.0% | -3.6% | +0.6% |
| 1Y | +15.7% | +20.3% | -4.6% | +1.5% |
| 3Y | +56.5% | +75.4% | -18.9% | +4.8% |
| 5Y | +72.4% | +66.0% | +6.5% | +18.9% |
| All | +117.7% | +127.1% | -9.4% | +19.7% |
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