+188.8%
BFH price history and return analytics
+374.2%
-185.4%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +5.1% | +0.4% | +4.6% | +4.6% |
| 30D | -1.1% | +1.0% | -2.1% | -2.2% |
| 3M | +21.9% | +2.4% | +19.5% | +18.3% |
| 6M | +48.3% | +12.0% | +36.3% | +28.9% |
| YTD | +50.9% | +15.3% | +35.6% | +26.5% |
| 1Y | +67.4% | +22.6% | +44.8% | +30.3% |
| 3Y | +200.8% | +74.7% | +126.1% | +57.2% |
| 5Y | +60.2% | +66.1% | -5.9% | -7.2% |
| 10Y | -22.8% | +225.0% | -247.8% | -75.5% |
| All | +188.8% | +374.2% | -185.4% | -30.0% |
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