+47.6%
BG price history and return analytics
+356.5%
-308.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.9% |
| 7D | +2.6% | +2.4% | +0.2% | +0.5% |
| 30D | -6.7% | -1.5% | -5.2% | -5.7% |
| 3M | -9.3% | -4.1% | -5.1% | -6.4% |
| 6M | -18.3% | +0.6% | -18.9% | -19.6% |
| YTD | +16.2% | +11.0% | +5.1% | +4.2% |
| 1Y | +7.6% | +13.3% | -5.8% | -5.4% |
| 3Y | +6.6% | +73.4% | -66.8% | -37.0% |
| 5Y | +22.2% | +57.4% | -35.2% | -22.5% |
| 10Y | +112.0% | +221.7% | -109.7% | -31.4% |
| All | +47.6% | +356.5% | -308.9% | -67.9% |
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 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