-14.9%
BHFAN price history and return analytics
+74.2%
-89.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.5% |
| 7D | -1.3% | -1.1% | -0.2% | -0.9% |
| 30D | +3.8% | -1.0% | +4.8% | +4.2% |
| 3M | -5.5% | +3.2% | -8.7% | -6.9% |
| 6M | -9.6% | +12.5% | -22.1% | -14.5% |
| YTD | -2.0% | +14.1% | -16.1% | -8.0% |
| 1Y | -4.8% | +18.9% | -23.7% | -12.5% |
| 3Y | -14.9% | +74.1% | -89.0% | -42.7% |
| All | -14.9% | +74.2% | -89.2% | -42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling