-52.4%
BHC price history and return analytics
+221.8%
-274.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.6% |
| 7D | +2.1% | +2.4% | -0.3% | -1.3% |
| 30D | +41.8% | -1.5% | +43.3% | +45.0% |
| 3M | +31.7% | -4.1% | +35.8% | +39.5% |
| 6M | +57.8% | +0.6% | +57.3% | +55.2% |
| YTD | +20.1% | +11.0% | +9.1% | +2.0% |
| 1Y | +26.1% | +13.3% | +12.8% | +3.8% |
| 3Y | +27.9% | +73.4% | -45.5% | -45.2% |
| 5Y | -68.4% | +57.4% | -125.9% | -83.9% |
| All | -52.4% | +221.8% | -274.2% | -92.2% |
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