+62.7%
BHB price history and return analytics
+57.4%
+5.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -0.6% |
| 7D | +0.6% | +0.4% | +0.2% | +0.2% |
| 30D | +10.1% | -2.6% | +12.7% | +12.4% |
| 3M | +5.7% | -3.2% | +9.0% | +8.5% |
| 6M | +21.3% | +0.9% | +20.4% | +19.4% |
| YTD | +38.0% | +11.3% | +26.6% | +24.2% |
| 1Y | +46.9% | +14.0% | +32.9% | +29.3% |
| 3Y | +86.4% | +75.8% | +10.6% | +13.4% |
| 5Y | +62.7% | +57.8% | +4.8% | +3.0% |
| All | +62.7% | +57.4% | +5.3% | +3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling