-21.7%
BHC price history and return analytics
+374.2%
-395.9%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -2.9% | -2.9% |
| 7D | +3.8% | +0.4% | +3.4% | +3.3% |
| 30D | +4.3% | +1.0% | +3.3% | +3.2% |
| 3M | +24.7% | +2.4% | +22.3% | +21.4% |
| 6M | +16.5% | +12.0% | +4.5% | +3.7% |
| YTD | -5.6% | +15.3% | -20.9% | -18.5% |
| 1Y | -9.0% | +22.6% | -31.6% | -26.2% |
| 3Y | -22.5% | +74.7% | -97.1% | -55.6% |
| 5Y | -77.6% | +66.1% | -143.8% | -86.1% |
| 10Y | -77.2% | +225.0% | -302.2% | -91.5% |
| All | -21.7% | +374.2% | -395.9% | -75.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling