+41.5%
BFS price history and return analytics
+360.7%
-319.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -2.0% | -2.0% |
| 7D | -1.9% | -0.7% | -1.2% | -1.4% |
| 30D | -3.1% | -1.7% | -1.4% | -1.7% |
| 3M | -15.5% | -2.3% | -13.2% | -13.9% |
| 6M | -14.0% | +1.5% | -15.5% | -16.2% |
| YTD | -2.6% | +12.0% | -14.7% | -14.7% |
| 1Y | +1.6% | +12.9% | -11.2% | -11.8% |
| 3Y | -0.3% | +74.9% | -75.3% | -45.7% |
| 5Y | -23.8% | +59.9% | -83.7% | -54.6% |
| 10Y | -24.6% | +224.6% | -249.2% | -77.1% |
| All | +41.5% | +360.7% | -319.2% | -74.4% |
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