+123.6%
BIB price history and return analytics
+74.2%
+49.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.3% | -0.9% |
| 7D | -7.4% | -0.1% | -7.2% | -7.1% |
| 30D | +3.6% | -0.7% | +4.3% | +4.9% |
| 3M | +39.1% | +4.0% | +35.1% | +29.6% |
| 6M | +34.5% | +12.3% | +22.2% | +9.5% |
| YTD | +41.4% | +14.0% | +27.4% | +12.2% |
| 1Y | +93.3% | +20.3% | +73.0% | +39.7% |
| All | +123.6% | +74.2% | +49.4% | -18.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling