-45.2%
BHFAM price history and return analytics
+59.8%
-105.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.5% |
| 7D | -1.8% | -0.7% | -1.1% | -1.5% |
| 30D | -3.8% | -1.7% | -2.0% | -2.8% |
| 3M | -2.9% | -2.3% | -0.6% | -1.6% |
| 6M | -15.6% | +1.5% | -17.2% | -16.6% |
| YTD | -9.7% | +12.0% | -21.7% | -16.1% |
| 1Y | -14.5% | +12.9% | -27.3% | -20.9% |
| 3Y | -12.5% | +74.9% | -87.5% | -40.1% |
| 5Y | -45.2% | +59.9% | -105.1% | -62.1% |
| All | -45.2% | +59.8% | -105.0% | -62.1% |
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