-15.5%
BHFAP price history and return analytics
+146.8%
-162.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.4% |
| 7D | -2.0% | +2.9% | -4.9% | -3.9% |
| 30D | -8.1% | -2.5% | -5.6% | -6.5% |
| 3M | -9.0% | -3.3% | -5.7% | -7.1% |
| 6M | -19.7% | +1.5% | -21.2% | -20.9% |
| YTD | -13.9% | +11.4% | -25.3% | -20.6% |
| 1Y | -18.6% | +11.9% | -30.5% | -25.2% |
| 3Y | -23.5% | +73.9% | -97.4% | -50.0% |
| 5Y | -33.5% | +57.9% | -91.4% | -53.4% |
| All | -15.5% | +146.8% | -162.3% | -67.0% |
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 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