-30.9%
BHFAN price history and return analytics
+106.7%
-137.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.5% |
| 7D | -1.3% | -1.1% | -0.2% | -0.8% |
| 30D | +3.8% | -1.0% | +4.8% | +4.2% |
| 3M | -5.5% | +3.2% | -8.7% | -7.0% |
| 6M | -9.6% | +12.5% | -22.1% | -14.9% |
| YTD | -2.0% | +14.1% | -16.1% | -8.5% |
| 1Y | -4.8% | +18.9% | -23.7% | -13.0% |
| 3Y | -14.9% | +74.1% | -89.0% | -36.9% |
| 5Y | -37.4% | +66.9% | -104.2% | -53.8% |
| All | -30.9% | +106.7% | -137.6% | -50.4% |
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