+11.1%
BHF price history and return analytics
+63.7%
-52.6%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | +0.5% |
| 7D | -5.3% | -2.0% | -3.3% | -2.7% |
| 30D | -13.5% | -1.4% | -12.1% | -11.8% |
| 3M | -19.4% | +4.7% | -24.1% | -24.8% |
| 6M | -15.6% | +11.4% | -27.0% | -28.7% |
| YTD | -21.5% | +13.1% | -34.6% | -35.5% |
| 1Y | +4.3% | +19.0% | -14.7% | -21.5% |
| 3Y | +2.3% | +73.9% | -71.6% | -56.6% |
| 5Y | +11.1% | +65.4% | -54.3% | -46.6% |
| All | +11.1% | +63.7% | -52.6% | -46.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling