-82.3%
BHST price history and return analytics
+86.8%
-169.0%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.1% |
| 7D | -5.3% | -0.1% | -5.1% | -5.2% |
| 30D | -14.3% | -0.7% | -13.6% | -14.0% |
| 3M | -40.4% | +4.0% | -44.4% | -42.3% |
| 6M | -57.2% | +12.3% | -69.5% | -61.1% |
| YTD | -65.3% | +14.0% | -79.3% | -68.8% |
| 1Y | -75.3% | +20.3% | -95.6% | -78.6% |
| 3Y | -61.3% | +75.4% | -136.8% | -74.9% |
| 5Y | -82.9% | +66.0% | -148.9% | -87.6% |
| All | -82.3% | +86.8% | -169.0% | -90.0% |
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