-41.6%
BHFAM price history and return analytics
+62.6%
-104.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.8% |
| 7D | -0.2% | -0.1% | -0.1% | -0.1% |
| 30D | +2.5% | -0.7% | +3.2% | +2.9% |
| 3M | -5.7% | +4.0% | -9.7% | -8.0% |
| 6M | -10.2% | +12.3% | -22.5% | -16.6% |
| YTD | -3.8% | +14.0% | -17.8% | -11.5% |
| 1Y | -16.3% | +20.3% | -36.6% | -25.6% |
| 3Y | -13.6% | +75.4% | -89.0% | -40.8% |
| All | -41.6% | +62.6% | -104.2% | -60.0% |
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 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