-63.3%
BGIN price history and return analytics
+16.5%
-79.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.6% | -5.1% |
| 7D | -9.7% | -1.1% | -8.6% | -8.1% |
| 30D | +7.1% | -1.0% | +8.0% | +8.9% |
| 3M | -31.1% | +3.2% | -34.2% | -35.0% |
| 6M | -36.8% | +12.5% | -49.3% | -51.8% |
| YTD | -27.5% | +14.1% | -41.6% | -46.4% |
| All | -63.3% | +16.5% | -79.8% | -75.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling