+41.4%
BFS price history and return analytics
+346.0%
-304.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.2% | -1.2% |
| 7D | -1.9% | -2.3% | +0.4% | +0.3% |
| 30D | -1.5% | -5.0% | +3.4% | +3.3% |
| 3M | -13.8% | -4.9% | -9.0% | -9.8% |
| 6M | -13.5% | -1.5% | -11.9% | -13.0% |
| YTD | -2.7% | +8.5% | -11.2% | -11.9% |
| 1Y | +2.7% | +11.4% | -8.7% | -9.7% |
| 3Y | -3.3% | +70.1% | -73.4% | -45.8% |
| 5Y | -23.6% | +53.7% | -77.4% | -52.7% |
| 10Y | -17.1% | +220.0% | -237.0% | -74.5% |
| All | +41.4% | +346.0% | -304.6% | -73.5% |
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 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