+323.9%
BFOR price history and return analytics
+293.9%
+30.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.7% | -0.8% |
| 7D | +0.5% | -0.3% | +0.8% | +0.8% |
| 30D | +0.6% | -1.4% | +2.0% | +2.1% |
| 3M | -3.3% | -1.4% | -1.9% | -1.9% |
| 6M | +6.9% | +5.5% | +1.4% | +0.6% |
| YTD | +14.9% | +12.8% | +2.0% | +0.5% |
| 1Y | +20.3% | +15.4% | +4.9% | +2.7% |
| 3Y | +72.2% | +76.9% | -4.7% | -6.7% |
| 5Y | +54.0% | +60.4% | -6.4% | -6.9% |
| 10Y | +237.4% | +232.8% | +4.6% | -2.7% |
| All | +323.9% | +293.9% | +30.0% | +4.2% |
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