-18.1%
BFS price history and return analytics
+226.9%
-245.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.3% |
| 7D | -2.6% | -2.0% | -0.6% | -0.5% |
| 30D | -8.3% | -1.4% | -6.8% | -6.9% |
| 3M | -14.9% | +4.7% | -19.6% | -19.4% |
| 6M | -3.8% | +11.4% | -15.2% | -15.2% |
| YTD | +5.8% | +13.1% | -7.3% | -8.6% |
| 1Y | +6.4% | +19.0% | -12.6% | -13.5% |
| 3Y | +3.1% | +73.9% | -70.9% | -46.6% |
| 5Y | -1.6% | +65.4% | -67.0% | -46.1% |
| All | -18.1% | +226.9% | -245.0% | -78.5% |
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