+12.8%
BH price history and return analytics
+11.9%
+0.9%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.4% |
| 7D | +12.4% | +2.4% | +10.0% | +9.7% |
| 30D | -9.7% | -1.5% | -8.2% | -7.9% |
| 3M | -6.7% | -4.1% | -2.5% | -2.2% |
| 6M | +43.0% | +0.6% | +42.5% | +40.6% |
| YTD | +9.0% | +11.0% | -2.1% | -10.2% |
| 1Y | +12.8% | +13.3% | -0.5% | -11.1% |
| All | +12.8% | +11.9% | +0.9% | -11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling