-47.8%
BHC price history and return analytics
+223.7%
-271.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | -1.0% |
| 7D | +4.7% | +0.4% | +4.4% | +4.2% |
| 30D | +39.1% | -2.6% | +41.7% | +44.5% |
| 3M | +34.4% | -3.2% | +37.6% | +40.5% |
| 6M | +46.1% | +0.9% | +45.1% | +42.8% |
| YTD | +20.9% | +11.3% | +9.6% | +2.3% |
| 1Y | +26.3% | +14.0% | +12.3% | +3.1% |
| 3Y | +22.8% | +75.8% | -53.0% | -48.5% |
| 5Y | -69.5% | +57.8% | -127.3% | -84.5% |
| 10Y | -47.8% | +219.8% | -267.6% | -90.0% |
| All | -47.8% | +223.7% | -271.5% | -90.0% |
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 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