+5.2%
BFS price history and return analytics
+20.4%
-15.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -2.1% |
| 7D | -2.4% | -0.1% | -2.3% | -2.4% |
| 30D | -6.1% | -0.7% | -5.5% | -6.1% |
| 3M | -13.5% | +4.0% | -17.5% | -13.7% |
| 6M | -4.1% | +12.3% | -16.4% | -5.4% |
| YTD | +6.4% | +14.0% | -7.6% | +4.8% |
| 1Y | +5.2% | +20.3% | -15.1% | -0.7% |
| All | +5.2% | +20.4% | -15.2% | -0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling