+457.4%
BHE price history and return analytics
+368.9%
+88.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | +4.2% |
| 7D | +7.1% | -1.1% | +8.2% | +8.4% |
| 30D | -5.1% | -1.0% | -4.1% | -4.0% |
| 3M | -12.4% | +3.2% | -15.6% | -14.9% |
| 6M | +42.7% | +12.5% | +30.2% | +27.2% |
| YTD | +82.9% | +14.1% | +68.8% | +60.9% |
| 1Y | +96.6% | +18.9% | +77.7% | +66.0% |
| 3Y | +244.1% | +74.1% | +170.0% | +99.1% |
| 5Y | +212.8% | +66.9% | +146.0% | +87.2% |
| 10Y | +297.1% | +228.3% | +68.8% | +19.7% |
| All | +457.4% | +368.9% | +88.5% | +41.0% |
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 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