-28.4%
BHF price history and return analytics
+180.6%
-209.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -3.0% |
| 7D | -6.5% | -1.1% | -5.4% | -4.7% |
| 30D | -16.2% | -1.0% | -15.2% | -14.8% |
| 3M | -20.8% | +3.2% | -23.9% | -25.5% |
| 6M | -16.8% | +12.5% | -29.3% | -34.0% |
| YTD | -22.7% | +14.1% | -36.7% | -40.6% |
| 1Y | +2.5% | +18.9% | -16.4% | -27.8% |
| 3Y | +0.6% | +74.1% | -73.4% | -64.5% |
| 5Y | +9.5% | +66.9% | -57.4% | -57.1% |
| All | -28.4% | +180.6% | -209.0% | -87.1% |
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