+0.2%
BHFAL price history and return analytics
+142.5%
-142.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | -3.8% | +2.4% | -6.2% | -5.1% |
| 30D | -1.1% | -1.5% | +0.4% | -0.4% |
| 3M | -3.6% | -4.1% | +0.5% | -1.6% |
| 6M | -7.9% | +0.6% | -8.5% | -8.6% |
| YTD | -5.2% | +11.0% | -16.2% | -11.3% |
| 1Y | -7.5% | +13.3% | -20.8% | -14.5% |
| 3Y | -7.6% | +73.4% | -81.0% | -34.7% |
| 5Y | -20.5% | +57.4% | -77.9% | -40.7% |
| All | +0.2% | +142.5% | -142.4% | -52.6% |
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 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