-25.9%
BHFAP price history and return analytics
+63.7%
-89.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | 0.0% |
| 7D | -0.6% | -2.0% | +1.4% | +0.2% |
| 30D | +3.0% | -1.4% | +4.4% | +3.6% |
| 3M | -5.1% | +4.7% | -9.8% | -7.0% |
| 6M | -10.8% | +11.4% | -22.2% | -14.9% |
| YTD | -2.0% | +13.1% | -15.1% | -7.3% |
| 1Y | -7.5% | +19.0% | -26.6% | -14.5% |
| 3Y | -19.6% | +73.9% | -93.5% | -38.0% |
| 5Y | -25.9% | +65.4% | -91.3% | -43.7% |
| All | -25.9% | +63.7% | -89.5% | -43.7% |
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 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