-3.9%
BHFAP price history and return analytics
+152.8%
-156.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.7% |
| 7D | -1.0% | -1.1% | +0.1% | -0.2% |
| 30D | +3.4% | -1.0% | +4.4% | +4.1% |
| 3M | -5.1% | +3.2% | -8.3% | -7.3% |
| 6M | -10.8% | +12.5% | -23.2% | -18.0% |
| YTD | -2.1% | +14.1% | -16.2% | -11.1% |
| 1Y | -6.5% | +18.9% | -25.4% | -17.6% |
| 3Y | -20.0% | +74.1% | -94.1% | -47.6% |
| 5Y | -25.9% | +66.9% | -92.8% | -50.3% |
| All | -3.9% | +152.8% | -156.7% | -63.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling