+45.1%
BFST price history and return analytics
+148.9%
-103.8%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.6% | -0.8% | -1.0% |
| 7D | +0.2% | +0.4% | -0.2% | -0.3% |
| 30D | +7.5% | -2.6% | +10.1% | +10.4% |
| 3M | +4.1% | -3.2% | +7.3% | +7.5% |
| 6M | +19.7% | +0.9% | +18.7% | +17.2% |
| YTD | +27.4% | +11.3% | +16.1% | +11.1% |
| 1Y | +35.8% | +14.0% | +21.8% | +15.1% |
| 3Y | +74.0% | +75.8% | -1.8% | -10.0% |
| 5Y | +29.3% | +57.8% | -28.6% | -24.3% |
| All | +45.1% | +148.9% | -103.8% | -51.0% |
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 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