-78.0%
BHC price history and return analytics
+222.7%
-300.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.6% | -3.6% | -3.3% |
| 7D | -9.8% | -0.1% | -9.7% | -9.6% |
| 30D | -3.0% | -0.7% | -2.3% | -2.2% |
| 3M | +19.1% | +4.0% | +15.2% | +12.2% |
| 6M | +15.1% | +12.3% | +2.8% | -3.5% |
| YTD | -11.4% | +14.0% | -25.4% | -27.4% |
| 1Y | -14.6% | +20.3% | -34.9% | -35.5% |
| 3Y | -28.7% | +75.4% | -104.1% | -69.7% |
| 5Y | -78.5% | +66.0% | -144.4% | -89.8% |
| 10Y | -78.0% | +228.2% | -306.2% | -95.7% |
| All | -78.0% | +222.7% | -300.7% | -95.7% |
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