+135.6%
BIB price history and return analytics
+229.8%
-94.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -1.5% |
| 7D | -8.5% | -1.1% | -7.4% | -6.6% |
| 30D | +0.3% | -1.0% | +1.3% | +2.2% |
| 3M | +33.4% | +3.2% | +30.3% | +25.4% |
| 6M | +30.7% | +12.5% | +18.3% | +5.1% |
| YTD | +37.6% | +14.1% | +23.5% | +7.9% |
| 1Y | +86.1% | +18.9% | +67.2% | +35.3% |
| 3Y | +117.6% | +74.1% | +43.5% | -20.1% |
| 5Y | +6.7% | +66.9% | -60.1% | -55.3% |
| All | +135.6% | +229.8% | -94.1% | -69.9% |
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