-23.4%
BFS price history and return analytics
+57.4%
-80.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.6% | -1.7% | -0.9% |
| 7D | -1.3% | +0.4% | -1.7% | -1.7% |
| 30D | -2.0% | -2.6% | +0.6% | -0.3% |
| 3M | -13.6% | -3.2% | -10.3% | -11.7% |
| 6M | -15.1% | +0.9% | -16.0% | -16.3% |
| YTD | -1.8% | +11.3% | -13.1% | -10.7% |
| 1Y | +1.3% | +14.0% | -12.7% | -9.9% |
| 3Y | +1.4% | +75.8% | -74.4% | -39.6% |
| 5Y | -23.4% | +57.8% | -81.2% | -50.0% |
| All | -23.4% | +57.4% | -80.7% | -50.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling