+44.9%
BFST price history and return analytics
+147.7%
-102.9%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.3% |
| 7D | +1.5% | -0.1% | +1.6% | +1.5% |
| 30D | +7.3% | -3.1% | +10.4% | +10.8% |
| 3M | +4.3% | -3.5% | +7.8% | +8.0% |
| 6M | +19.5% | +0.5% | +19.0% | +17.6% |
| YTD | +27.2% | +10.8% | +16.4% | +11.5% |
| 1Y | +33.1% | +11.9% | +21.2% | +15.2% |
| 3Y | +71.8% | +73.0% | -1.2% | -9.5% |
| 5Y | +27.1% | +58.6% | -31.6% | -26.1% |
| All | +44.9% | +147.7% | -102.9% | -50.9% |
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