+162.9%
BG price history and return analytics
+229.8%
-66.9%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.4% |
| 7D | +3.1% | -1.1% | +4.2% | +3.9% |
| 30D | +10.2% | -1.0% | +11.2% | +10.9% |
| 3M | -1.7% | +3.2% | -4.8% | -4.3% |
| 6M | +1.0% | +12.5% | -11.5% | -8.7% |
| YTD | +39.9% | +14.1% | +25.9% | +25.1% |
| 1Y | +53.2% | +18.9% | +34.3% | +32.3% |
| 3Y | +16.3% | +74.1% | -57.8% | -27.7% |
| 5Y | +83.9% | +66.9% | +17.0% | +17.3% |
| All | +162.9% | +229.8% | -66.9% | -4.7% |
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