+2.9%
BHFAL price history and return analytics
+150.6%
-147.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | -0.8% | +1.0% | -1.8% | -1.4% |
| 30D | -1.3% | -0.2% | -1.1% | -1.2% |
| 3M | -0.4% | +4.5% | -5.0% | -3.0% |
| 6M | -8.2% | +14.1% | -22.2% | -15.1% |
| YTD | -2.6% | +14.8% | -17.4% | -10.3% |
| 1Y | -13.7% | +21.2% | -34.9% | -23.1% |
| 3Y | -16.3% | +76.6% | -92.9% | -41.2% |
| 5Y | -20.0% | +66.6% | -86.6% | -42.4% |
| All | +2.9% | +150.6% | -147.8% | -52.1% |
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 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